Create a dashboard

Create a dashboard to show the most relevant indicators for specific users or groups.

Before you begin

Roles required: pa_admin, pa_power_user, or admin

About this task

You can create separate dashboards according to topic, for example, for incident management, problem management, or request management.

Procedure

  1. Navigate to Performance Analytics > Dashboard Admin.
  2. Click New.
  3. Enter a descriptive Name. For example, Incidents Dashboard.
  4. Add the dashboard to a Group. Groups organize dashboards in the dashboard picker under Performance Analytics > Dashboards
  5. Enter an Order number to indicate the order the dashboard should appear on the dashboards choice list.

    Dashboards with lower numbers are listed before dashboards with higher numbers.

  6. Select Active to make the dashboard available in the dashboards choice list.
  7. (Optional) Select No tabs to disable the tab header.
    Dashboards with the tab header disabled can display only one tab. You cannot add additional tabs to the dashboard if you select this option.
  8. In the Visible to field, select one of the following options.
    OptionDescription
    Everyone Make the dashboard available to all users with the pa_viewer role.
    Requires Roles Select any roles that are required to access the dashboard, in addition to the pa_viewer role.
    Users and Groups Select specific users or groups that can access the dashboard. Users must have the pa_viewer role.
  9. (Optional) Select one or more breakdown sources in the Breakdown Source related list.
    Breakdown dashboards have extra options in the dashboard header to select a breakdown and an element.