Create a dashboard (new experience)

You are viewing documentation for the new dashboards experience.

Create a dashboard

You can start creating a dashboard from several places in Phocas.

On your Phocas homepage

1. Click the Dashboards tab, then click Create dashboard
2. Select New experience (beta)

In the navigation menu

click Dashboards, then do one of the following:q

• Click Create dashboard in the blue banner at the bottom of the panel.

• Click the New dashboard + button at the top of the panel, then click New experience (beta).

1. Enter a Name.
2. Add a Description, if needed.

   The description appears on the homepage under the dashboard name.

   It helps people understand what the dashboard contains.
3. Click Create.
4. Next steps:

   • Edit the dashboard - add content in the form of sections and widgets, and edit the format.
   • Publish the dashboard.
   • Share the dashboard.

From Flex Modes

You can also create a new dashboard directly while adding a widget, without starting from the homepage or navigation menu first.

1. In Flex Modes, set up the chart you want to add to a dashboard.
2. Click Add to dashboard.
3. Select New dashboard, then enter a name.
4. Click Add to create the dashboard and continue working in Flex Modes, or Add and open to create the dashboard and open it straight away.

This creates a new dashboard containing the widget you were working on.

1. Next steps:

   • Edit the dashboard - add more sections and widgets, and edit the format.
   • Publish the dashboard.
   • Share the dashboard.