Create a dashboard to show the most relevant indicators for specific users or
Roles required: pa_admin or pa_power_user
| Watch this four-minute video to learn how to create a
|| Watch this four-minute video to learn how to create a breakdown
You can create separate dashboards according to topic, such as for incident
management, problem management, or request management. The
Owner field is automatically populated and can only be
changed by a user with the admin role.
From a dashboard, click the unlock icon ().
Click the plus (+) icon in the top left.
Enter a Name that indicates what the dashboard shows.
For example, Incidents Dashboard.
Enter an Order number to indicate the order the
dashboard should appear on the Dashboards list.
Dashboards with lower numbers are listed before dashboards with higher
Select Active to make the dashboard available in the
Select a dashboard Group to add the dashboard to.
Dashboard groups determine how dashboards appear on the dashboard picker.
Select No tabs to disable the tab header.
Dashboards with the tab header disabled can show only one tab. If you select
the No tabs option, you cannot add additional tabs to the
In the Visible to field, select one of the following
||Make the dashboard available to all users with the pa_viewer
||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.
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.