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Create a dashboard

Set up a Tooling Metrics dashboard with widgets that show the metrics relevant to your role.

Updated

Prerequisites: Lifecycle data exists to display — items, movements, or cost postings. A brand-new organization shows empty widgets until then.

Required permission: Reports → Dashboards — User or above. Admins can edit any dashboard; Managers and Users only the dashboards they created.

Start a dashboard

Section titled “Start a dashboard”
  1. In the sidebar, click Reports → Dashboards.
  2. Click New. This opens the template gallery.
  3. Pick a starting point:
    • Click Blank Dashboard to start from nothing — enter a Name (3–64 characters) and click Create. You land on your new, empty dashboard.
    • Click an existing template card to duplicate it into a dashboard you own. The copy keeps every widget’s settings except each widget’s Source Name (the specific record a Metric widget points to), which resets and needs to be picked again.

Add widgets

Section titled “Add widgets”
  1. On the dashboard, click Add Widget.
  2. On the Display tab, set the widget’s Title, Size, Type (Metric, Chart, or Table), and — if Type is Chart — Chart Type.
  3. On the Data tab, choose the Source Type and configure its Columns. On the Filters tab, narrow the data if needed.
  4. Click Create. The widget is saved immediately and appears on the dashboard.

See Configure a widget for the full walkthrough of the Data and Filters tabs.

Arrange widgets

Section titled “Arrange widgets”

Widgets lay out automatically in a grid, in the order set by each widget’s Order field; a widget’s Size (XS–XXL) controls how many grid columns it spans on wider screens. There’s no drag-and-drop repositioning — to reorder or resize a widget, open its settings and change Order or Size.

Notes

Section titled “Notes”
  • A dashboard can hold any number of widgets. For readability, keep related questions on the same dashboard.
  • There’s no separate publish step. Whether other people in your organization see your dashboard in the Dashboards list depends on their Analytics permission role, not a setting you control per dashboard — see How dashboards and widgets work.
  • Section, Template, and Picture only appear on the dashboard form for site admins; everyone else sets just the Name.

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