Creating Dashboards (MNET101)

To create a Dashboard, follow these steps:

Step 1            Log into the MDP

Step 2            The Dashboard will be the landing page

Note: There are 4 default Dashboards available to choose from as well as copy when building new dashboards. These defaults are:

• • • • • • Data Integrity Dashboard
          • Executive Dashboard
          • Marketing Dashboard
          • Operations Dashboard

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 on the red button on the center right of the page 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)

4.2                  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 for creating Dashboards for different Roles, use the Copy button

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

8.1                  Click the Copy button located in the upper right-hand corner

8.2                  Customize the name to make it unique

8.3                  Click the Save button

8.4                  Click the Manage button to change the assigned Role or Name

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

Article Reference: MNET101