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How to create a Dashboard

Create personalised Dashboards using the widgets most useful for your role.

Overview

Each user can create multiple Dashboards within XMP. These can be used to organise different widgets and reports based on your role, projects or activities.

Each Dashboard must have a unique name.

How to Access

Go to Dashboard → Configure → Create Dashboard.

Creating a Dashboard

Click Configure while viewing your Dashboard.

In the Dashboard Configuration pop-up, select the Create Dashboard tab.

Enter a unique name for your Dashboard.

Click Create Dashboard.

Your new Dashboard will be created and you can begin adding widgets.

Switching Between Dashboards

The name of your current Dashboard is displayed in the top-left corner of the page.

Click the dropdown button beside the Dashboard name.

Select the Dashboard you want to view.

Next Steps

How to Add Widgets to a Dashboard

How to Rearrange Dashboard Widgets