Set up Dashboard Tab
Use the record lookup screen to create new dashboard tabs or search for existing tabs to edit.
Click here for help on using a lookup window.
Creating and Securing Tabs
Dashboard tabs can be created for individual users or user groups using the Secure To option on the toolbar. Each tab can display different information using widgets, charts, and tables.
Dashboard tab lookup screen
Adding Widgets
Once inside a tab, use the search to find and add widgets. Use the Ordinal setting to control the tab's position in the tab list.
Widget search and add screen
Managing Widgets
Once the desired widgets have been added to a tab, you can arrange and manage them using the following options:
Click and drag a widget to reposition it on the tab.
Pencil icon — Opens the widget's parameters so you can adjust its settings.
Red trashcan icon — Removes the widget from the tab.
Widget management on the dashboard tab
Widget types
Sample Dashboard