Create Dashboard

With a dashboard, reports can be grouped in a useful way and shared with other users.

  1. Click on the button to Create dashboard.
Create dashboard

Legend

Option / function

Description

1

Header

Give your dashboard a useful name.

2

Owner

As the creator, you are always automatically entered as the owner. Add further owners.

  1. To add an owner, enter the first letter of a user's name.
  2. Select one or more users from the drop-down list

3

Manager

Add managers who are allowed to edit the dashboard.

  1. To add a manager, enter the first letter of a user's name.
  2. Select one or more users from the drop-down list

4

Viewer

Add viewers and specify what rights they should have:

Allow Entry List Access: Allows accessing the entry list. No download.
Allow Entry List Download: Allows accessing and downloading the entry list.

  1. To add a viewer, enter the first letter of a user's name.
  2. Select one or more users from the drop-down list.
  3. Choose whether the viewer(s) should be able to access or download the entry list by selecting one or both checkboxes.
  1. Click on the button Save to save the settings.
  2. Click on the button Cancel to discard the settings.

To view the authorizations of the individual roles, see Authorizations.