Working with Dashboards

• On the Navigation Bar, click Welcome.

1. Right-click the dashboard tab, and click New Tab.
2. Type a name for the tab, and click OK.

1. Right-click the dashboard tab, and click Copy.
2. Type a name for the copy, and click OK.
   

The tab and all its contents are copied to a new tab.

1. Right-click the dashboard tab, and click Delete Tab.
2. Click Yes to confirm.
   

The dashboard and all its contents are removed from the workspace.

1. Right-click dashboard tab, and click Hide or Show.
2. Select the name of the tab you want to hide/show, and click OK.

The tab is hidden from view when you click Hide, and displays when you click Show.

1. Right-click the dashboard tab, and click Share.
2. Select the users, departments, or teams with whom you want to share the dashboard, and then click OK.

• Click Everyone to add everyone to the list.
• Click Add to add individual users, departments, or teams to the list.
• Select a user, department, or team, and click Remove to delete them from the list.

If you share a Dashboard tab that contains a group, the group must also be shared with those users in order for the group to display on the Dashboard tab.

1. Right-click the dashboard tab, and click Edit Options.
2. Type a new title to change the tab label.
3. Select the column layout option you want to use for this tab:
4. Two columns split
5. Three Columns split
6. Two columns - larger left
7. Two columns - larger right
8. One Column
4. Select the Make Default option to set the current tab as the default.
   

The default tab cannot be hidden or deleted.

5. Click OK.

1. From a list view, click the group tab you want to send to the dashboard.
2. In the Task Pane, click Promote to Dashboard.
3. Click the name of the dashboard where you want to send the data, and click OK.
4. Click Welcome in the Navigation Bar to view the dashboard.
   

The data appears on the dashboard in a group list widget. The default configuration for the group list is 10 lines; however you can change this in the widget editor to display up to 50 lines.