View All Dashboards

View all the dashboards in your organization.

View All Dashboards

Package Required

The Dynamic UI package must be installed to view all dashboards in your organization.

Follow these steps to view all the dashboards in your organization:

1. Ensure that you are logged on to ProcessMaker Platform.

2. Click the Admin option from the top menu. The Users page displays.

3. Click the Customize UI iconfrom the left menu. The Customize UI page displays and shows the Site Design tab by default.
4. Click the Dashboards tab to displays all dashboards.

"Dashboard" tab shows all dashboards in the organization

The Dashboards tab displays the name of each dashboard under the Name column and provides options to view, edit or delete these dashboards.

Create a Dashboard

Click the +Dashboard button. See Create a Dashboard.

Open a Dashboard to View Its Content

Click the Open Dashboard icon. The selected dashboard opens in a new browser window and displays its content as a user would experience it.

Open the Screen That Contains a Dashboard's Content

Click the Open Screen icon. The Screen opens in a new browser window and displays its content.

Your user account or group membership must have the following permissions to design a Screen unless your user account has the Make this user a Super Admin setting selected:

• Screens: Edit Screens

• Screens: View Screens

See the Screens permissions or ask your Administrator for assistance.

Edit a Dashboard

Click the Edit icon. See Edit a Dashboard.

Delete a Dashboard

Click the Delete icon. See Delete a Dashboard.

Display Information the Way You Want It

Control how tabular information displays, including how to sort columns or how many items display per page.

Related Topics

pageWhat is a Dashboard?pageOpen a DashboardpageCreate a DashboardpageEdit a DashboardpageDelete a DashboardpageDashboard Design Best PracticespageConfigure a Custom Home Page and/or a MenupageDynamic UI PackagepageWhat is a Package?