How To: Add and Edit a Dashboard Page

Related Articles

• KB2575 - Index of Dashboard Articles

Creating a Page

1. Navigate to the Navigation Settings page which can be accessed through the user profile dropdown menu.
   

   

   
   
2. Click on the New Page button, which sits beside the New Link button, from the list of “new” buttons.
   

   

   
   
3. Give the new page a name and apply the necessary viewing permissions. Once saved, the new page will automatically reflect on the navigation menu.

Adding Page Layouts

1. Navigate to the newly created page. By default you it will have one layout or content pane.
   
2. On the drawer taskbar, click on the Layout button. This will open up the page layout dialog containing 10 different layouts to choose from.

   

3. Select a layout and click on the Close button

Adding Widgets to the page

1. On the drawer, click on the Content. This will open up the widgets dialog containing 5 different widgets to choose from.
   

   

   
   
2. Select a widget and click Close button
3. To configure the chosen widget, please refer to these widget setup KBs:
   • Table Widget
   • Chart Widget
   • HTML/Text Widget
   • SQL Chart Widget
   • SQL Table Widget
   • OData Chart Widget
   • OData Table Widget
4. On the drawer, click on Save to save and apply the changes or click Cancel to revert any changes done.

Widget Buttons

Each widget will have the following set of buttons:

From left to right, these buttons are:

Reload Widget Content - This button is used to refresh or reload data on the widget. Available both on view and edit mode.

Export to Excel - This button will appear when content is added to a widget. Users can Export up to 500 items with this button

Change Widget Location - This button is used to move the widget from one location to another. Click and drag the widget around to move or transfer location. Available on edit mode only.

Edit Widget Settings - This button is used to open up the widget configuration page. Available on edit mode only.

Remove Widget - This button is used to delete the widget from the page. Available on edit mode only.

Edit Page details

1. Navigate to the Navigation Settings page which can be accessed through the user profile dropdown menu.
2. Select the page you want to edit from the page list and modify name or view permissions as necessary. Once changes are done, it will automatically save and synced up.

   

   
   

Edit Page Layout

1. On the page you want to edit, click on the Edit button on the drawer’s taskbar
2. On the drawer taskbar, click on the Layout button. This will open up the page layout dialog containing 10 different layouts to choose from.
3. Select a layout and click on the Close button
4. On the drawer’s taskbar, click on Save to save the changes or click on Cancel to discard them.

Edit Widgets

1. On the page you want to edit, click on the Edit button on the drawer’s taskbar
2. This will enable the set of edit buttons on the upper right side of the widget.
3. On the drawer’s taskbar, click on Save to save any changes to the widget such as location transfer, modifying widget configuration or deleting a widget or click on Cancel to discard them.