To create a new dashboard:

1. Navigate to Admin > Dashboard Management.
2. To create a new dashboard, click the New button located on the lower left side of Dashboard Management.
3. Enter the Dashboard Name. Click OK when finished.

Once a dashboard has been created, the user is able to access the Settings, Subscriptions, and Layout tabs relating to that dashboard.

The Settings tab allows the user to set:

1. Dashboard: The display name of the dashboard.
2. Widgets Linked: If the widgets are linked to each other, then when a user drills down into a segment of one widget the other widgets will reflect the drill down as well.
3. Dashboard Icon: Option to choose what icon will be used for the created dashboard.
4. Auto Preview: This setting allows the widgets to show a preview automatically in the Layout tab. This can be unchecked to help speed up the process of designing a dashboard that has data-intensive widgets.
5. Package: This allows you to choose if you want the Dashboard to be configured as a Dashboard Package. More information about this functionality will be available at the end of this lesson.
6. Dashboard Description: Description about the created dashboard.

The Subscriptions tab allows you to create a scheduled email to be sent that contains an image or PDF of the Dashboard, as well as other reporting options:

1. Allow On-Demand PDF Export: This enables the option for the currently-logged-on user to send a PDF of the Dashboard information via email to themself. The email is sent to the user's logon email address.
2. Allow Personalized Subscriptions: When checked, any filter or Scope applied to the subscription will be used in the emailed results.
3. Subscription Format: Subscriptions will either be emailed as a PDF or a PNG (Portable Network Graphic) image.
4. PDF Format: The format of the PDF as delivered via email:
   • Wide - Shows full-width widgets in Landscape Mode.
   • Layout - Adheres to defined Dashboard Layout design, in Landscape Mode.
   • Column - Shows full-width widgets in Portrait Mode.
   • Compact - Adheres to defined Dashboard Layout design, in Portrait Mode.
5. Subscription Schedule: Sends the email out based on the selected interval (Daily, Weekly, Monthly, or Not Subscribed)
6. Set Subscription Management Permissions: Provides the option to define which user roles are allowed to request and received subscriptions to the Dashboard. All user roles by default are all Allowed: to request and receive subscriptions. To restrict a user role from being able to request a subscription, move the desired user role to the Denied: section.

The Layout tab is where you can add widgets, and view, modify and resize current widgets, and set the overall grid size of the dashboard itself. A dashboard can hold up to a maximum of 10 widets across by six widgets down, configurable by the user. You can select Preview at the bottom of the page to view how the dashboard will look when a user clicks on the menu item it is connected to. If there are no widgets then the dashboard will be blank.

If the Dashboard was created as a Dashboard Package, you will be able to have multiple Dashboards available in one place, selectable via dashboard tabs. For more information, please see the Dashboard Package lesson.