Editing an Existing Tab
To edit an existing tab, ensure you have that tab loaded and then click on the Edit link to the right of the tabs.
Like reports, a clone of the dashboard wil be created for you to edit while the original remains active for any that may need to use it.
Click Ok to continue. You will now be in edit mode, with access to the dashboard tab configuration.
Creating a New Tab
To add a new tab, click on the big + (create) button in the top right and select Dashboard.
This will bring up the tab configuration menu, ready for Reports to be added.
See 4You can then specify the dashboard name and layout.
For full flexibility, choose the canvas layout as highlighted above.
See 3. Basic Tab Configuration for detailed instructions on the tab configuration options.
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Provided you have the access, you could also copy an existing tab and update it to make your version. |