As you refine/expand your app, you’ll want to maintain functionality by creating and managing new Dashboards. Early on – you may only have one dashboard for everyone, but as roles and responsibilities diversify, you will need to create new ones to tailor each roles’ dashboard to meet their specific needs.

Some common scenarios that you might encounter where a new Dashboard would be beneficial are:

✓ You have several roles that need specific views and reports for when they log in

✓ Setting up Executive / Admin only reporting views

✓ Tailor more advanced workflows for specific users and roles

EDITORS NOTE: Creating new Dashboards is an admin-only setting, available only to those with Administrator user access.

To set up a new Dashboard,

Navigate to the application home page, select the ‘Settings’ gear icon from the upper left corner under the ‘Home’ icon

a screen shot of a web page with the words altitude and oc dashboard

Select the link for ‘Pages’ in the middle column.

a screenshot of a web page with a number of options

SFrom ‘Pages’, select the ‘New Page’ button from the upper right corner

a screenshot of a web page with a new page highlighted

You will be presented a modal window confirming what ‘type’ of page you want to create. In Quick Base – Dashboards are synonymous with ‘Home Page’, which is the default option selected when this modal pops up.

a screenshot of the create new page page

By hitting create, a new dashboard will be created, you will be re-directed to the set-up page for your new dashboard, and you can start configuring what you want on your brand-new dashboard

Click here to read about adding reports and charts to your new dashboard to start making it functional

Author: Chayce Duncan
Email: chayceduncan@quandarycg.com
Date Submitted: 12/9/2018