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New Dashboard

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From the Dashboards tab, you can create dashboards.  To create:

  1. Click the New Dashboard button to bring up the New Dashboard dialog
  2. Enter the properties of the new dashboard

    1. Name – Name of the dashboard (required)
    2. Icon – Icon of the dashboard (required)
    3. Description – Description of the dashboard (optional)
    4. Users – Assign the dashboard to ReadyWorks users (required)
    5. Functional Groups – Assign the dashboard to ReadyWorks functional groups (optional)
    6. Widgets – Select the widgets to show on the dashboard (optional)
      1. Drag and drop to reorder widgets
    7. Charts – Select the charts to show on the dashboard (optional)
      1. Drag and drop to reorder charts
    8. Show on Nav Menu – Choose whether to display the dashboard on the Navigation Menu (optional)
    9. Allow Editing – Choose whether to allow ReadyWorks users to edit the settings of  (or delete) charts on a dashboard (optional)
    10. Enabled – Choose whether the dashboard is enabled and available for assigned ReadyWorks users (optional)
  3. Click the Create button when finished to create the dashboard. You will be redirected back to the Dashboards tab. Click the Close button to cancel the operation.