How to setup default dashboards for entire organization

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  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.

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  Regards,
  Damian Sinay

  
  

  • Edited by Damian Sinay Friday, June 29, 2012 5:14 AM

  Friday, June 29, 2012 5:13 AM
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  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