Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

Dashboard tabs

You can access dashboard tabs (Fig. 1) in the [Dashboards] view (available in all standard sections), or in the [Dashboards] section.

Fig. 1 Dashboard tabs in the [Activities] section

chapter_analytics_dashboards_example00001.png 

To create a new dashboard tab, click the btn_com_menu_gear.png button and select [New] (Fig. 2).

Fig. 2 Adding a new dashboard

chapter_dashboards_launch_command.png 

Note

If your company employees use different Creatio localizations, make sure you set up the dashboards in English (the “base”) localization to enable common access. A dashboard configured in any other language will not be available for users who work with other Creatio localizations (“cultures”).

To edit, copy, or delete a dashboard, open it and select the corresponding command in the tab area menu. The dashboard setup page (Fig. 3) will open. The page contains the [Title] field and the dashboard tile setup area.

Fig. 3 Dashboard setup page with examples of adding dashboard tiles

chapter_dashboards_setup_dashboard_edit_page.png 

Dashboard setup

The dashboard setup page (Fig. 3) enables you to:

  • add new dashboard tiles

  • edit the existing tile settings

  • copy the existing tile

  • delete a tile from the dashboard

Click the [+] button of the dashboard setup area to add a new tile to a dashboard. Select the type of the tile in the button menu (Fig. 4).

Fig. 4 Adding a new dashboard tile

chapter_dashboards_add_block.png 

As a result, the corresponding dashboard tile setup page will open. Different settings needed for different dashboard tiles are covered in subsequent articles.

Note

If you need to add a dashboard tile whose settings mostly repeat those of an existing one, you can copy the existing tile and change its settings.

To edit, copy, or delete a dashboard tile, select it and click the [Edit]/[Copy/[Delete]] button below the tile setup area (Fig. 5).

Fig. 5 Copying an existing dashboard tile

chapter_dashboards_edit_block.png 

Note

You can also double click a dashboard tile to edit it.

ATTENTION

To save the changes after adding or editing a dashboard tile, first save the dashboard tile itself, and then save the dashboard setup page that contains the tile.

See also

Dashboard setup

Dashboard tiles

Video tutorials

Analytics in Creatio. Working with dashboards

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