How to setup default dashboards for entire organization RRS feed

  • Question

  • Im having problems figuring out how to create a dashboard for all my employees to see/use, and also one where i can see all of their various "stats" on various items...im very new to all of this as you can probably assume as im assuming this is a very simply task...any help you can provide would be great!


    Thursday, June 28, 2012 12:19 PM

All replies

  • HI MarkTC,

                    To create a dashboard that is visible to the entire org you will need to either create a new solution or create a new dialog in the default solution.

    To create a new solution, you will need to go to Settings, then click on Solutions and click on New, there you enter a name for your solution and you will be able to create a dashboard from there that would be visible by all the people.

    If you don’t want to create a new solution you can go to Settings then click on Customizations then click on customize the system and you will be able to create a new dashboard on the Default Solution.

    I am attaching an image to be more descriptive.

    sorry, for some reason the image can't be uploaded right, will try it later if you can't find the opions, let me know.

    Damian Sinay

    Friday, June 29, 2012 5:13 AM
  • Hi Mark TC

    You can able to create a new dash board by the following steps 

    Setting-->Customization-->Customize the system

    Select Dashboard on that Select New , then create a custom dashboard as per requirement an then select a that dashboard select set as a default


    Thanks & Regards

    Dhamodharan R

    • Edited by R Dhamodharan Saturday, June 30, 2012 9:02 AM
    • Proposed as answer by Parthiban.T Saturday, June 30, 2012 2:13 PM
    Saturday, June 30, 2012 9:02 AM