How do I Create a Dashboard?

Quick Links:

• Copy a Preset Dashboard
• Create a New Dashboard

Copy a Preset Dashboard

Steps:

1. Select a Preset Dashboard (click on the dashboard tile in your Reports screen)
2. At the top of the dashboard screen, look for options icons. 
3. Click the “copy” icon
4. Your copied version should automatically open. If it, doesn’t click “Home” and navigate to “My Dashboards” and select your copied report to start editing.

Create a New Dashboard

Steps:

1. Navigate to Reports (Insights 2.0) on the lefthand navigation pane
   
2. Click on My Dashboards
   
3. Click Create Dashboard
   
4. In the pop-up window, fill out the dashboard details
   1. Title
   2. Description if desired
   3. Location for the dashboard
   
   
5. Click Create Dashboard
   
   
6. Start adding widgets!