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.

After you've created a dashboard, you can share it with other users. They can then view your dashboard, but they cannot edit it unless they have administrative rights. For more information, see Set dashboard permissions.

Subscription

Company

Regional availability

All regions

User type All
Permissions

Company

Dashboard: List, View, Add, Edit

Appropriate permissions for each component on the dashboard

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. You can use these dashboards as-is, or you can 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

  1. Go to Dashboards > All > Dashboards.
  2. Select the Create dropdown button, and then select Create from catalog.
  3. Find the dashboard and select Install.
  4. Optionally, change the Dashboard name.
  5. Select Save and then Close.
  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 and then Close.
  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 Dashboards list (Dashboards > All > Dashboards). To learn about customizing the dashbord, see Edit dashboard component properties.

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 and select the dashboard that you're cloning.
  2. In the upper right, select Clone.
  3. In the Dashboard properties window, enter a new Title.

  4. Make any needed changes on the Appearance, Filters, and Permissions tabs.

    Use the field descriptions as a guide.

  5. Select Save.

Need to make some changes? To edit a report or graph component, select Edit.

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.

    Use the field descriptions as a guide.

  3. Select Save.

To learn about customizing the dashboard, see Edit dashboard component properties.