How to create a new dashboard


  1. Select Components -> Dashboards after opening solution explorer
  2. Select New, choose a layout and then select create
  3. In the Dashboard: enter name for the dashboard for New dialog box
  4. Select one of the component areas and then select the icon for a chart or a list. You can have up to six components in the dashboard.
  5. For example, to add a chart, in the Add Component dialog box, select values for Record Type, View, and Chart, and then select Add to add the chart to the dashboard.
  6. Select Save and then Publish when you are finished adding components to your dashboard.

Was this helpful?