Create a Dashboard

Creating a new dashboard in InLoox is straightforward. Follow these steps to get started:

Permissions required

You need the Edit dashboards permission to create dashboards. The Publish dashboards permission includes it. Without either permission, the Create New Dashboard option does not appear in the three-dot menu.

1. In the left main menu, click Dashboards.

   

2. On the right side of the toolbar, click and select Create New Dashboard.

   

3. In the dialog that opens, enter a name for your new dashboard and click Save.

   

4. You will now be taken to the dashboard editor. The InLoox data source is already connected, so you can begin designing your dashboard right away by adding dashboard elements from the toolbox.

   

note

A newly created dashboard is private: only you can see and use it. To make it available to your colleagues, publish the dashboard.