AgileApps Support Wiki Pre Release

Part 3: Create a Dashboard

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Revision as of 15:39, 10 December 2022 by Wikieditor (talk | contribs) (Created page with "In this part of the exercise, you create a dashboard that includes the View and the Report you created in Parts 1 and 2. # Click the '''Dashboard''' tab. # Click the '''New Da...")
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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:
  3. Click Save.
  4. Select MyOrders Home Page tab and click the Make as default view button to make it your default dashboard.
  5. In the MyOrders Home Page, add the View that you created:
    1. Click Add Widget and enter the values as shown:
    2. Click Save. 
  6. Click Add Widget again. Add the MyOrdersReport report that you created.
  7. Click Save.
  8. Optionally, add other widgets to your dashboard.