Create Data Hygiene Dashboard - 4
- Self-Service > Dashboards
- Click New.
- Fill in the mandatory form fields:
- Name: Data Hygiene Dashboard
- Save the form.
- Click the View Dashboard link in the Related Lists.
- Click the Configuration icon to add a tab to the dashboard. Select Create Tab.
- New Tab and New Tab 2 are Visible.
- Click on New Tab to make it Active.
- Mouse over New Tab to view the Edit (pencil) and Delete (trash can) Icons.
Click on the Edit icon to change the name of the tab. Name this tab, Tasks .
NOTE: After you type the tab name, press enter on your keyboard to complete the name change.
Using the same methods outlined above, change the name of New Tab 2 to Reports.
- Create a third tab called Workflows.
- Close the Configuration slide out.
- Click on the Tasks tab to make it Active.
- Add a Widget to the dashboard by clicking on the Add Widgets Icon.
- Select Reports from the Dropdown list to display only Report Widgets.
- Type “tasks” in the Filter Field.
- Select Unassigned Active Tasks by Type report widget by clicking on the report title. This will present you with a preview of the report.
- Add the Report widget
- Back button to go back to the widget list
- Remember to Repeat for updates
- Close the widget