Creating a New User Dashboard

1 min

To create a new dashboard:

Select New from the dashboard toolbar or if you are an admin, go to Management > Dashboards, then click New Dashboard.
Enter a name, optional description, and assign one or more workspaces. The current workspace is selected by default.
In the Advanced tab, enable the Timeline switch if needed, then configure Min Timeline Date and Max Timeline Date. This feature will be deprecated in a future release. It is recommended to use the dynamic filters available directly on the dashboard instead.
In the Time Filters tab:
- Under Date Fields, configure default date filtering behavior by selecting a global date field for each application.
- Under Dashboard Defaults, assign a default time range . These filters apply globally unless overridden at the card level.
In the Permissions tab, choose whether the dashboard is personal or assign roles with access rights.

To edit a dashboard and add a schedule:

Go to Management > Dashboards and click the edit icon next to the dashboard you want to edit or open the dashboard and select Edit Settings.