How To Create Your Own Dashboard

With Analytics Designer security, you have the ability to create your own Analytics Dashboards. You can define which widgets appear in the dashboard, their design, how they are organized and the filtering of data that appears.

We recommend duplicating an existing dashboard and modifying the filters when creating your own dashboard, but you can also create your own.

DataServ allows you to create as many Analytics Dashboards as you need, and they can be shared with others. 

Duplicate an Existing Dashboard

Open the dashboard you’d like to duplicate, click on the options icon in the upper right, and select "Duplicate."

Rename the duplicate dashboard by clicking the options menu next to the title, type in the new name, and click the green check mark icon to save. 

Modify or delete any of the existing filters on the right side of the screen in the filters section.

Add a new filter by clicking the plus sign icon and selecting the filter options.

Create New Dashboard

Click the plus sign icon above the list of standard dashboards, then select your data source and title for the dashboard.

Then select the fields to create the widgets within the dashboard. 

For more detailed instructions on creating your own dashboard, you can download the Analytics Help Guide.