Configuring Dashboard Pages

Creating New Pages

  1. Navigate to the Dashboards App.
  2. Click the Setup feature.
  3. Select the Pages drop-down in the Navigation bar.
  4. Click the Create New Page option.  A new, blank, page is instantly created.

The create page option is also available by scrolling to the bottom of the screen and locating the + icon at the bottom right.  This also instantly creates a new, blank page.  Use the < and > carat icons to “scroll” left and right through existing pages.

To name the page, locate that page tab at the bottom of the screen.  Click the 3-dot icon on the page tab to expand the page menu.  The following options are available:

  • Rename
  • Delete Page
  • Duplicate Page
  • Make Private/Make Public:  This option causes the page not to appear in Dashboards > Analytics and it cannot be shared with non-staff users.  To leave the page as public, simply leave “Make Private” deselected or, if the page is already private, click the “Make Public” option.
    Public pages can be shared with non-staff users and disregard any role settings configured under User Management.  No login is required to view a public page.
  • Copy Link:  Copies a URL to access the page to your computer’s clipboard.

Creating Tabs Within Pages

Tabs can be created within pages, allowing a user to create a set of charts within one tab and a different set of charts within another tab, all within one page.

To enable tabs on a page:

  1. Navigate to Pages, in the top toolbar.
  2. On the left side of the page builder, click the Insert drop-down.
  3. Click Tabs.

Note: If charts have already been created on this page, enabling tabs will cause them to disappear. Enable tabs on a page before the creation of any charts.

  1. Once tabs have been enabled, the Tabs Panel will appear.  Click within the name area of the tab to rename it.  To create additional tabs, click the + icon at the left of the Tabs Panel.

Entering Page Edit Mode

To edit an existing page, click the Edit Page button in the top right.  Doing so allows users to make changes to the charts in that page.

Note: If the page is already in Edit mode, the Edit button will not appear.

Once a page is configured to your satisfaction click Publish to make it visible to staff.  To retract access to a published page, simply click Unpublish.

If the page is in Draft mode and has never been published, the message, “Status: Draft” will appear adjacent to the option to Publish Page.

Add objects to the page via the objects menu at the top of the screen.  Users with special permissions will also see the option to add charts (icon not pictured below).

  • Resize:  Choose a desired resolution to display the dashboard.
  • Chart (not pictured above):  Insert a new chart in the page.  Charts can display data as graphs, numbers, and more.  Special permission is required to create charts.
  • Image:  Insert an image somewhere in the page.
  • Text:  Insert a text box in the page.
  • Button:  Insert a button linking to a desired URL.
  • Move Forward/Back:  Move an object forward or back.  This can be used to layer objects—for example layering a button over an image or otherwise moving one object in front of or behind another.
  • Grid:  Display a grid to assist in arranging inserted objects.
  • Responsive View:  View the dashboard as it will appear on desktops, phones, and tablets.
  • Download:  Download the page data as a .csv file.

Creating & Managing Charts

See the help topic: Configuring Charts