Create/Edit a Dashboard
Create or edit a Dashboard to define its properties and save it in the Dashboard Manager.
3-Minute Video:
For more information about Dashboards, refer to the Building a Dashboard course available in the Cherwell Video Learning Library (subscription-based).
Create a Dashboard
- Open the Dashboard Manager. and select a scope and subfolder (if needed).
- Click the
Create New button
. The Dashboard Properties page opens.
- On the main page, define the general properties for the Dashboard.
- Click the Display page to define the display options.
- Click the Filter page to define the filter options.
- Click the Refresh page to define the refresh options.
- (Optional) Click the Options button to define additional options.
-
Click OK.
The Dashboard Editor opens, where you can then:
- Size the Dashboard background.
- Select a Dashboard background color.
- Add one or more Widgets to the Dashboard.
- Define how each Widget looks and behaves on the Dashboard: Text, size, color, image, alignment, anchoring, layering, and visibility.
Edit a Dashboard
- Open a Dashboard in the Dashboard Editor
- Make changes.
Tip: To access Dashboard Properties, click the Dashboard Properties button
on the Dashboard Editor toolbar.
-
Click OK.