Create or Edit User Dashboards

A Swimlane dashboard is a visual display of records, reports, and charts associated with the applications in the workspace. The dashboard consists of cards. A workspace can have multiple dashboards.

Creating a New User Dashboard

To create a new dashboard:

From the Dashboard taskbar menu, select New.
Alternatively, you can create new dashboards from within Workspace Management on the left-navigation menu.
On New Dashboard, enter the name, description and associated workspaces. The current workspace is selected by default.
Click the Advanced tab. To indicate whether you want the dashboard to record a timeline, enable or disable the timeline switch.
Click the Permissions tab. Specify whether the dashboard is a personal dashboard, or to specify other role-based permissions.

Editing or Deleting a User Dashboard

To edit or delete a dashboard:

From the Dashboards taskbar menu, select Edit or Delete.

You can also edit or delete a dashboard from the Dashboard page. Click the pencil or the trash can icon.