1. Select > Dashboards.
  • A drawer containing any existing dashboards will open. If there are none, No Data will display.
  1. Click to create a new dashboard.
  1. The Add Dashboard form will open. Customize your dashboard with the following features:
  • Title: Enter a name for the dashboard.
  • dashboardOn: Determines where the dashboard will run.
  • Layout: Choose a layout for the dashboard.
  • (Optional) Cloud Dashboard: Check the box to add a tag to the record that allows the dashboard to be viewed in the cloud.
  1. Click Save to save your dashboard layout.
    NOTE: You can resize widgets by dragging the bottom right corner of any widget to the desired size. You can also rearrange widgets by dragging and dropping them in your dashboard.