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    Creating and Publishing Dashboards

    Creating a Dashboard

    Users can have as many dashboards as they require. From the dashboards area, follow these steps.

    Create_New_Dashboard.png

    1. Click on Home
    2. Click on Customise
    3. Click on Create New Dashboard

    A pop-up will then appear with a few options.

    Create_New_Dashboard_Optons__annotated_.png

    1. Choose a Name for the new dashboard
    2. Select how many Columns there should be
    3. Choose which Portlets you would like to include (Pie and Bar Charts are the most common and that is why they have been chosen here)
    4. Click Create

     Once this is done, you will have the following page with blank portlets.

    Newly_Created_Dashboard.png

    Adding Portlets

    Once a dashboard has been created, portlets can be added at any time.

    Add_Portlet__annotated_.png

    1. Click on your dashboard (here it is called Example)
    2. Click on Customise
    3. Click on Add Portlets to Example

    Add_Portlet_-_add_to_dashboard.png

    Select the portlets you want and click Add to Dashboard. Before any configuration has begun, the portlet will only display "No data available". Frequently used portlets are found under the Forms section.

    Publishing a Dashboard

    To share a dashboard with other users within your organisation, you can publish it.

    Publish_Dashboard.png

    1. Click on the dashboard you created, here it is Example
    2. Click on Customise
    3. Click on Publish Example

    You will then see the published icon Published_Dashboard_Icon.png next to the dashboard name. The same steps are taken to unpublish a dashboard.

    Note: Users that subscribe to a dashboard cannot make changes to that dashboard, only the person who created it can.

     

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