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. Dashboard Icon: Option to choose what icon will be used for the created dashboard.
3. 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.
4. Package: Select this checkbox to configure the dashboard as a Dashboard Package.
   *NOTE: This checkbox is required to complete this lesson.
5. Dashboard Description: Description about the created dashboard.
6. Click Save to save the Dashboard as a Dashboard Package, and continue.

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. After you've first created a Dashboard Package, the Layout tab will be blank, with an instruction to "Please edit this widget to add new package item". To begin adding new items, right-click anywhere in the dashboard window and select Settings.

The Edit Package Controller page will now appear. In this window you can begin to add individual existing dashboards. The initial page contains the following options:

1. Title: This is the title of the Package that was defined when the Dashboard package was first created.
2. Horizontal Layout: This option sets the dashboard selection tabs to be displayed horizontally across the top of the Dashboard Package window. If this is unchecked, the tabs will be displayed vertically along the left-hand side of the Dashboard Package window.
3. Package Items: Dashboard Package Items will be listed here, along with information and actions available for each item:
   • Name - The name of the Item, as defined in the Dashboard Package.
   • Description - Description of the item, as defined in the Dashboard Package.
   • Index - The order of how the items will appear in the Dashboard Package.

To add a new Package Item, click New.

A new Package Item function window will appear as an Overview tab. This is where the first Dashboard Package Item will be defined. Enter the following information:

1. Name: The name of the Dashboard Item as it will appear in the Dashboard Package selection tab.
2. Description: A description of the Dashboard Item as it will appear below the selected Dashboard Package tab.
3. Under Data Source, enter the following information:
   • Data View Name: The data view that will be the basis for the Dashboard Package Item.
   • Custom Filter (optional): Sets a base filter for the Dashboard.
   • Aggregate: Defines the function of the Aggregated data.
   • Criteria (optional): Define base filters for the dashboard.
4. Under the Transition section, select the Dashboard: that is to be used for the package.
5. Click Apply or Save to continue.
6. Repeat the above steps to add more Dashboard Items to the Package.

After adding the Dashboard Items, the Dashboard Package will be complete. To test how the Dashboard Package will look and function, click Preview. Each Dashboard Item will have a corresponding tab that will show the individual item. The Dashboard Package may also be added to a Menu for easy access via the Asset Vision UI. How to Create a New Menu Item for more information.