Set Up Your Own Dashboard

Go to Dashboard Management

In [My Setup], enter [Dashboard] section.

Create A Dashbord Block

Step 1: Go to the Create block Page

Create a new dashboard block by clicking [Create Block] button under the [Dashboard Block List] table.

Step 2: Set The Criteria

Set the criteria for the block list.

Step 3: Choose Fields to Display

Choose which fields should be displayed in the block, and reorder them.

Step 4: Block Settings

[Name]: Give a name to the block.

[Sort By]: Choose a field as the default sort key.

[Sorting Order]: Sorting in Ascending order or Descending order

[Default List Size]: Set the number of records shown in this block

["More" List Size]: Set the number of records shown when you click [More].

After filling in the form, click [Save].

Create A Dashboard View

Step 1: Go to the Create View Page

Create a new dashboard view by clicking [Create View] under the [Dashboard View List] table.

Step 2: Name the Dashboard View

Give a name and the description (if needed) to this dashboard view

Step 3: Choose Blocks to Display

Select blocks which should be displayed in this view, and reorder them.

Step 4: Extract Data

Decide to extract which users data to show in this view.

Then click [Save].