AgileApps Support Wiki Pre Release

Difference between revisions of "Part 3: Create a Dashboard"

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# Click '''Save'''.
# Click '''Save'''.
# Optionally, add other widgets to your dashboard.
# Optionally, add other widgets to your dashboard.
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[[Part 2: Generate a Report using a Pie Chart|Previous]]
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[[Part 4: Export Data|Next]]
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Latest revision as of 11:14, 14 December 2022

In this part of the exercise, you create a dashboard that includes the View and the Report you created in Parts 1 and 2.

  1. Click the Dashboard tab.
  2. Click the New Dashboard link present on the right side of the Dashboard page and enter the values as shown:

    New Dashboard.PNG

  3. Click Save.
  4. Select MyOrders Home Page tab and click the Make as default view button to make it your default dashboard.

    MyOrders Home Page Make Default View.PNG

  5. In the MyOrders Home Page, add the View that you created:
    1. Click Add Widget and enter the values as shown:

      Add Widget - MyOrders Home Page.PNG

    2. Click Save. 
  6. Click Add Widget again. Add the MyOrdersReport report that you created.

    Add Widget - MyOrders Report.PNG

  7. Click Save.
  8. Optionally, add other widgets to your dashboard.

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