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How do I create a Dashboard?

How do I create a Dashboard?

Owned by Parker Hutcheson (Deactivated)
Sept 07, 2023
2 min read

Click the folder icon in the top-right of your Dashboard:

 

Click Shared in the right navigation panel:

 

Click the name of your organization:

 

Click either Custom Reports, or Playbook Specific depending on which Dashboard you want to start from:

 

Click the kebab menu to the right of the Dashboard:

 

Click Make a copy:

Dashboard creation is only done via cloning, which is why you need to select a starting point

 

Navigate to the Playbook Specific folder:

 

Click Copy Here: