Learn how to add a new dashboard with the new dashboards tool.
Users can now add multiple dashboards to view data from different angles.
- Click Payments & Approvals in the main navigation bar and select Dashboards from the dropdown.
- Click the green Add New Dashboard button to fill in the dashboard’s basic properties.
- Enter a name.
- Select a dashboard type (Payments or Approvals).
- Choose the visibility of the dashboard. Public dashboards are visible to everyone in a foundation, whereas a private dashboard is only visible to the dashboard’s creator.
- Select an active code type by which to view the dashboard and select all or a subset of results.
- Select a code or code type by which to view allocations on the dashboard.
- Select whether to display budget information. Budget information can also be displayed on the dashboard when viewing the dashboard by the budget code type.
- Add additional criteria to further refine the data that will be included in the dashboard. This step is optional.
- Click Save to add the new dashboard and open it for viewing.
