Creating dashboards
Efficiently monitor business performance by defining reports in Optimize based on relevant Key Performance Indicators (KPIs). Dashboards, comprising edit mode and view mode, offer a comprehensive view of system productivity.
To create a new dashboard, click the Create New button on the homepage or collection page and select the New dashboard option. This opens a dialog where you can set the dashboard name and select one of multiple dashboard templates. When not creating a blank dashboard, select a process definition. This process definition is used to create new reports for the dashboard.
Creating a dashboard from a template also creates new reports which are saved as soon as the dashboard is saved.
Click the Share tab to share a created dashboard. Toggle to Enable sharing, and copy or embed the provided link. Colleagues without access to Optimize can still view your report with the shared link. Learn more about user permissions.