Creating Dashboards in Insights & Vision

If you have several reports that you would like to see in one, combined view in CalUsource, you can pin them to a custom Dashboard.

Open the Insights module, navigate to and open the first report that you want to add to your Dashboard.

From the Action menu, chose Pin to Dashboard.

In the pop-up box, click on Create a new view.

Give your new Dashboard a name and click the small check icon.

Then click Done

Continue pinning all the desired reports to your new Dashboard.

When ready, go to the Workspace homepage, click Analyze, then click Vision.

  

Your new Dashboard should open by default. But if it does not, click on the title of the current Dashboard.

Then chose My View from the popup box, select your Dashboard and click OK.

Once you have created your Dashboard, you can rearrange the reports to be in the order and size you prefer.