Creating a Dashboard in the CDP

The Dashboard feature in the Compliance Data Platform allows for selected reports to be grouped and displayed for users based on their role within the system. They are designed to present the desired information based on current data when logging into the platform. This article explains how to create a new Dashboard.

Step 1          Log into the Compliance Data Platform

Step 2          The Dashboard is the landing page

1.1                 The Institutional Dashboard is a default dashboard that cannot be modified.

Step 3           To create a new Dashboard, click the green Add New button on the top right of the page

3.1                 Click the drop-down arrow in the Role box to select who will have access to the dashboard

3.2                 Type in a name for the Dashboard

3.3                  Click Save

Note: The Dashboard Elements Report library is located on the right hand side of the Dashboard page. Click the horizontal purple arrow to expand and collapse the Dashboard Elements library.

Step 4          Add the desired reports to the Dashboard from the Dashboard Elements Report Library

4.1              Click the drop-down arrow in the Category box in order to isolate the list to display only those reports within a Dashboard Elements Category (optional)

5.2                Locate a report within the list and click the plus symbol to place it in the dashboard

Step 5          To resize the report, hover the mouse in the bottom right hand corner of the report widget, click and drag to the desired location

Step 6          To move the report to the desired location, click in the middle of the report widget, hold and drag to the desired location within the dashboard

Step 7         To remove a report from the dashboard, click on the X located in the upper right hand corner of the report widget.

Note: There is no Save button so any changes made will occur immediately and will be retained automatically.

                     To save time when creating Dashboards for different Roles, use the Copy button

Step 8          Click the drop-down arrow and select the Dashboard to be copied

Step 9          Click the Copy button located in the upper right-hand corner

9.1                Customize the name to make it unique

9.2                 Click the Save button

Step 10         Click the Manage button to change the assigned Role or Name

Step 11         Add or remove reports as needed using the previous steps covered.

Article Reference CDP601