Create separate dashboards for different tasks, such as monitoring library activity or keeping useful process lists together. You need permission to view dashboards. You can edit dashboards you created.

Create a dashboard

  1. Select Dashboard.
  2. Select Dashboard Actions > New Dashboard.
  3. Enter a Dashboard name.
  4. Optionally select Default dashboard to make it your default.
  5. Leave Shared dashboard clear to keep it personal.
  6. Select Create Dashboard.

A new dashboard starts with a standard set of cards. You can also start from an existing dashboard using Dashboard Actions > Duplicate.

Add and arrange cards

  1. Select Dashboard Actions > Edit Dashboard.
  2. Select Add Cards and choose the card you need.
  3. Drag cards to change their positions and resize them to fit the information shown.
  4. Select a card's settings button to change its options, then select Save.
  5. Remove a card with its remove button.
  6. Select Done Editing when finished.

Changes to the layout are saved as you edit. You can add the same card type more than once and give each copy different settings.

Choose the right cards

  • Use activity cards and trend charts to monitor library usage.
  • Use Process List View to show a process list with a chosen tab, preview columns and number of rows.
  • Use Dashboard Link to open another dashboard, or External Link for a website or resource.
  • Use Text Note for supporting text.

Card settings depend on the card type. Options can include a custom title, number of items, time range and process property filters. Add another copy when you need to compare two configurations.

Rename or change your default

Select Dashboard Actions > Settings, update the name or select Default dashboard, then select Save Dashboard. Making another dashboard your default replaces the current one.

Delete a dashboard

To delete a dashboard you own, select Dashboard Actions > Delete Dashboard and review the confirmation. You must keep at least one dashboard.