This section describes how to create, edit, and manage dashboards.

Dashboards are defined by the following basic parameters:

  • Name
  • Portlets
  • Whether this dashboard is shared with other users
  • Whether this dashboard is listed on the console menu

You can create a new dashboard from scratch or copy an existing dashboard to a new name, modifying it after it is copied. Whether you are creating, copying, or editing a dashboard, you enter or edit the basic configuration information on the Edit Dashboard page.

In addition to creating and editing dashboards, you can:

Note: This section describes how to define and manage a dashboard and its content. To customize the appearance of a dashboard, see Changing Dashboard Appearance.

You can access most of the dashboard management tasks described here from either the Dashboards list page or from the toolbar on an individual dashboard. See Managing Dashboards from the Dashboards Page for a summary of Dashboards list page features. The following table shows the actions taken by the buttons on the dashboard toolbar.

Table 1. Dashboard Toolbar Buttons



The Reload Dashboard icon Reload

Reloads the dashboard and its portlets using the most current data available.

The New Dashboard icon New Dashboard

Opens the Edit Dashboard page, where you can enter a name for a new dashboard and choose whether to make it available to other users and whether to show it on the console menu (under Home). You also choose portlets for the dashboard from this page, and can create new portlets using the New Portlet button.

The Copy Dashboard icon Copy Dashboard

Opens the Edit Dashboard page for the current dashboard, with all of the current portlets checked for inclusion and a new dashboard name in the form Copy of <the dashboard you copied from>. You can modify the name. Saving a copy of a dashboard can be useful if you want to have your own version of a shared dashboard, or if an existing dashboard has some of the portlets you want to use. This page gives you options to add the dashboard to the console menu and share it with all users.

The Edit Dashboard icon Edit Dashboard

Opens the Edit Dashboard page so you can modify the current dashboard, including creating new portlets or changing the portlets that are displayed.

The Delete Dashboard icon Delete Dashboard

Deletes the current dashboard. See Delete a Dashboard. Not available on the Home page.

The Reset to Default icon Reset to Default

Resets a system-provided dashboard (currently, the Home Page and System dashboard) to the currently saved default settings. Not available for user-created dashboards.

The Set as Default icon Set as Default

Sets the current dashboard as the default Home Page for users whose accounts are created after this setting is saved. See Managing the Default Home Page.