Create and use dashboards

Learn about different types of dashboards and how to use them.

Remarque :

This topic refers to Dashboards in the Core UI. On net new Australia instances and instances migrated to Platform Analytics experience, Core UI Responsive Dashboard functionality is replaced with Platform Analytics dashboards. For more information, see Dashboards in Platform Analytics.

The dashboard_admin role is required to create or edit Core UI Responsive Dashboards, which may still be necessary in Service Portal, for example.

Use dashboards to share reports and other data visualizations, filters, and other content with people across your organization. See Reporting, Interactive Filters, and Performance Analytics widgets for more information.

Dashboards overview

To create a responsive dashboard, see Create or configure a responsive dashboard.

• Edit a responsive dashboard
  You can edit the contents of a dashboard, including Performance Analytics widgets, reports, and tabs. Because dashboards are shared, any modifications you make are applied globally.
• Working with responsive dashboards
  Responsive dashboards enable you to share widgets such as reports and Performance Analytics visualizations in the classic environment. An easy-to-use drag and drop canvas helps you create, edit, and arrange content, and then share it with colleagues.
• Set responsive dashboards as your home
  You can set dashboards as your Home. With this setting, the last dashboard you selected appears when you select the logo on the upper left corner of the platform.
• Request an analytics service
  Request services associated with dashboards, such as to request a new dashboard or access to an existing dashboard.