Working with dashboards

Create a dashboard page

New! Dashboards how-to video!

1. Click the DASHBOARD link in the global tabs
2. If this is your first dashboard, you'll see a message that says "Create your first dashboard!"
3. If you've previously built a dashboard, click the black button "Add a dashboard"

4. Follow the orange "1-2-3" steps to add views into one or more sections on your dashboard.
   Note: Each section may be set in 1-, 2- or 3-column layout. You may optionally create a title and description for each section.
5. You can also embed any "live" website on your dashboard. Drage the "Insert site" button onto your dashboard and then input the URL.
6. Click the placeholder title "Untitled Dashboard" to enter a name and description (optional).
7. Click "Save Dashboard"
8. Set the Sharing options for the dashboard.
   • You can set who can VIEW the dashboard.
     • Other account users and/or Publicly shared.
       Note: Publicly sharing a dashboard means that anyone in the world can access it, not just other TrackVia account users.
   • You can set who can EDIT the dashboard.

Set a dashboard page as a user's "start page"  

1. Click the Users tab
2. Click the Users table
3. Set the "Start page" field for a user or users
   • Home - this is the default setting, and sends the user to the account Home page upon login
   • Dashboard - this setting allows you to select a specific dashboard page where the user will be sent upon login
4. Select the specific dashboard page.