Create additional dashboards
You can use several dashboards to group the content of reports. This allows optimizing the workflow and administrating access for relevant users.
Creating and administrating own dashboard folder for different tasks.
- Dashboard Userr: The default folder is the preselected dashboard which is always available. This dashboard displays all reports and data that the user has created. User rights and individual settings affect the dashboard.
- Custom Folders: Custom folders allow organizing reports according to one’s own requirements. Users can create a custom folder, give it a name and add further users to edit and analyze reports and data together.
1 |
| Create new dashboard folder. |
2 | Dashboard User | Selection of default dashboard folder and created dashboard folders. |
3 |
| Edit or delete dashboard folder. |
Create new dashboard folder
- Click on the icon
to create a new dashboard folder. 
- In the field Header, enter an unambiguous name for the dashboard folder.
- Click in the field selection field. Selected User.
- Enter the first letter of the name of a user.
Selected users are all users who are supposed to access the folder in addition to the owner. - Select one or several users from the drop-down list.
- Click on the button Save to save the settings.
Click on the button Cancel to discard the settings.
Select dashboard folder
- Click in the field Dashboard User
to select either the default dashboard folder or a custom folder. - Select a dashboard folder from the drop-down list.
Edit or delete dashboard folder
- Click on the icon
to edit or delete a created dashboard folder.
The default dashboard folder cannot be edited or deleted. - In the field Header, change the name of the dashboard folder.
- Click in the field Selected User to add additional users.
- Enter the first letter of the name of a user.
- Select one or several users from the drop-down list.
- Click on the button Save to save the settings.
Click on the button Cancel to discard the settings.