Creating a new dashboard

To create a new Autopilot dashboard:

  1. Ensure you have accessed the Dashboards page.

    01
  2. Drop down the dashboard selector and click "+ New dashboard".

    02
  3. Dashboards can be created from a template or from scratch. Templates will automatically produce the reports required for that dashboard template.

    03
  4. When you create a new dashboard from scratch it will appear blank until we add reports.

    04
  5. First let’s name the dashboard. Click the dashboard selector and then click the edit icon next to the "New dashboard" we just created to give it a name.

    05
    06
    07
  6. Now let’s add some reports. If you haven’t already created reports, learn how to create a report first. Click add reports and you will enter the customize mode and then click "+Add report".

    08
  7. Select an existing report or create a new report.

    09
  8. After selecting several reports you can arrange them by dragging and dropping them. Press done to save the changes.

    10
  9. You’ve now successfully created your first dashboard.

    11