Adding a new dashboard is easy and can be done in a few simple steps.

There are two different types of Dashboard that you can use. You can either create a Blank Dashboard or choose a Dashboard Template of popular integration to get started as soon as possible. Here are the steps you will follow for creating a new dashboard:

Getting Started

On the “Dashboard” screen, click on the “Dashboard” drop-down menu and in the drop down, click the “Add Dashboard” button.

Blank Dashboard or Template?

In Add Dashboard popup, you will choose whether you want to create a Blank Dashboard or choose one of the templates we have already created for your convenience. You will find the “Create a Blank Dashboard” option has been pre-selected as the default option as in the image below.

Option 1 - Blank Dashboard

If this is your preferred option you simply need to click on the field with “New Dashboard” already entered and enter an appropriate name that differentiates it from other Dashboards to continue with the setup. Eventually, you may come to have several Dashboards depending on different uses so it would be a good idea to name them appropriately.

After a relevant name has been entered the user simply clicks on the “Submit” button in order to continue and you shall be taken to your Blank Dashboard as below.

If you have any further questions or comments, feel free to get in touch with us by creating a new support ticket or through phone at +1-224-484-9386.