To collect and display information for a specific object, you can create a custom view.


  1. In the menu, click Dashboards, and then in the left pane click Views.
  2. Click Add to create a view.
  3. Complete the steps in the left pane to:
    1. Enter a name and description for the view.
    2. Change the presentation of a view.
    3. Select the base object type for a view.
    4. Add data to a view.
    5. Change the visibility of a view.
  4. Click Save.