How do I create a Dashboard?

You can create multiple dashboards that can be used as a base dashboard, duplicated, or customised to suit your requirements. This is particularly useful if you want different users to have different dashboard views.

Creating a Dashboard:

  1. From the Settings menu select Create New.
  2. The Create New Dashboard dialog is displayed.
  3. Enter the Name and Description of the dashboard.
  4. From the Share dropdown list select whether the dashboard is:
  1. From the Edit Layout dropdown list select how the dashboard is displayed:
  1. Click Save and Apply to save and apply the dashboard.​​​​​​​


Article ID: 3068
Last updated: 09 Mar, 2020
Revision: 1
Practice Manager -> How do I create a Dashboard?
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