Create a Dashboard

Dashboards contain collections of individual metrics that, when combined, tell a story with your data.


To create a new dashboard, please follow the below steps:


  1. Access your dashboards module by clicking on “Dashboards” on the left-hand side of your screen.
    1. This page will show you all dashboards that are currently shared with you. If you are an Admin, you will automatically have access to all dashboards. Viewers will only have access to dashboards that have been specifically shared with them.
  2. Click on “Create New Dashboard” in the upper right corner.

  3. Clicking this button will bring up a pop-up where you can choose if you want to create your dashboard from a template with pre-existing metrics or from scratch.
    1. Choosing “from a template” will give you options of templates currently available.

      2. Templates are editable and you can customize them to suit your needs. Find more on templates here.
    2. Choosing “from scratch” will create a blank canvas for your dashboard.
  4. Once you have made your selections, you will then name your dashboard and click on “create dashboard.”


Once your dashboard has been created, you can edit your dashboard, share, duplicate, and export your data.

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