Add a dashboard

There are three ways to add a dashboard.

  • If your company was set up with a QuickStart template, you can add a dashboard from the library.

  • If there's an existing dashboard that's similar to what you need, you can clone it and then update it to fit your needs.

  • Start from scratch and add all the components that you need.

Subscription

Company

Regional availability

All regions

User type Business
Permissions

Dashboard: List, View, Add, Edit, Delete

Appropriate permissions for each component on the dashboard
Prerequisites Permissions to dashboards are part of the permissions for the Company application.

Add a dashboard from the Dashboards library

If your company was set up with a QuickStart template, it contains a library of predefined dashboards that you can install and use right away. The Dashboards library contains templates that you can run as-is, or you can install and configure them to suit your requirements.

Some dashboards require you to install additional account groups, graphs, or financial reports to display properly.

To find out if your company was created using a QuickStart template, go to the Accounting tab on the Company information page (Company > Setup > Configuration > Company).

If a template was used, the type appears in the QuickStart template field. If the field is blank, the company was not set up using a template.

Install a dashboard from the Dashboards library

The Dashboards Library displays out-of-box dashboards that are available to your company.

  1. Go to Dashboards > All > Dashboards.
  2. Select the Create dropdown button, and then select Create from Library.
  3. Find the dashboard and select Install.
  4. Optionally, change the Dashboard name.
  5. Select Save.
  6. When you’re finished, select Done to return to the Dashboards list.
  1. Go to Dashboards > All > Dashboards.
  2. Select Dashboards library.
  3. Find the dashboard and select Install.
  4. Optionally, change the Dashboard name.
  5. Select Save.
  6. When you’re finished, select Done to return to the Dashboards list.
If you’re installing a role-based dashboard into an older company, you might need to delete the Total_Expenses account group before proceeding. For more information, see Delete an Account group.

After a dashboard has been installed from the Dashboards Library, it's added to the regular Available Dashboards list (Dashboards > All > Dashboards). You can use the dashboard as it is or customize it to suit your needs. Edit component properties has details.

Clone a dashboard

You cannot edit another person's dashboards, but you can clone them, and then edit the clone.

  1. Go to Dashboards > All >Dashboards and open the dashboard to use as a model.
  2. In the upper right, select Clone.
  3. In the Dashboard properties window, enter a new Title.
  4. Set up the cloned or copied dashboard from the Appearance, Filters, and Permissions tabs.

  5. Select Save.

Want different data for your report? Is that column graph more useful if it shows a trending four quarters? Select Edit for a report or graph component to edit it on-the-fly.

After you save your changes to the report or graph, select Refresh to refresh the data.

Create a dashboard from scratch

If you prefer to start with a blank slate, you can add an empty dashboard and then add your components.

  1. Go to Dashboards > All and select Add (circle) next to Dashboards.
  2. Use the Appearance, Filters, and Permissions tabs to set up the new dashboard.
  3. Add any desired components.
  4. Select Save.