Creating Dashboards

TeamDesk allows you to create new dashboards and assign them for different user groups. To add a new dashboard:

Click the Setup link in the top right corner of the window.

Choose a necessary table and click a corresponding tab at the top of the window.

From the menu in the main frame select Dashboards > Create a new dashboard. The system will open the following form:

In the form fields enter a name of a new dashboard and a description text if necessary.

If you want to restrict access to the newly created dashboard for your users basing on their roles, select the Access checkbox and choose what roles will have access to this dashboard.

There is the Filter option in the Matching section. If any criteria are specified here the system will apply that filter to ALL views created in this table and placed on the dashboard. Please note, that only views created in the given table and placed on the table dashboard can be filtered. If the filter contains "Ask the User" option then the interactive "Select Criteria" section will be displayed at the top of the dashboard. More details are described in Common Filter for several views on a dashboard.

You can place Views and Texts on the dashboard as separate sections. Dashboard customization details are described in the Customizing Dashboards topic.

Next: Customizing Dashboards