Create Data Hygiene Dashboard - 4

  1. Self-Service > Dashboards
  2. Click New.
  3. Fill in the mandatory form fields:
    1. Name: Data Hygiene Dashboard
  4. Save the form.
  5. Click the View Dashboard link in the Related Lists.
  6. Click the Configuration icon to add a tab to the dashboard. Select Create Tab.
  7. New Tab and New Tab 2 are Visible.
  8. Click on New Tab to make it Active.
  9. Mouse over New Tab to view the Edit (pencil) and Delete (trash can) Icons.
  10. 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.

  11. Using the same methods outlined above, change the name of New Tab 2 to Reports.

  12. Create a third tab called Workflows.
  13. Close the Configuration slide out.
  14. Click on the Tasks tab to make it Active.
  15. Add a Widget to the dashboard by clicking on the Add Widgets Icon.
  16. Select Reports from the Dropdown list to display only Report Widgets.
  17. Type “tasks” in the Filter Field.
  18. Select Unassigned Active Tasks by Type report widget by clicking on the report title. This will present you with a preview of the report.
  19. Add the Report widget
  20. Back button to go back to the widget list
  21. Remember to Repeat for updates
  22. Close the widget

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