Create a Dashboard Module

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create custom dashboards for the All menu using the Next Experience All Menu Editor.

    About this task

    Build custom dashboards with the Dashboard module to visualize your data at a glance. Combine charts, images, lists, and other components into a unified view that delivers the insights you need instantly.

    Common examples of dashboards you can build with the dashboard module:
    • Operational dashboards for managers
    • Analytics overview for a team
    • Role-specific dashboard

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All.
    2. Select the Edit application icon.
      Arrow pointing the edit application icon in the all menu.
    3. Select + in the menu header.
      Arrow pointing the add module icon in the header.
    4. Add a dashboard module by hovering over the module and selecting Add.
    5. Select the dashboard module in the Modules pane.
    6. In the form, fill in the fields.
      Table 1. Dashboard Module form
      Field User input
      Name Enter a name for the dashboard.
      Roles Select which roles can access the application menu. If no roles are set, all users can see the menu when it's active.
      Hint Enter a tooltip that describes the module when hovered over.
      Override app menu roles Module roles override application roles when selected, displaying the module even if application menu roles wouldn't normally enable it.
    7. Select Done.
    8. Select Add new element.
    9. Select the element that you want to add to your custom dashboard.
      In this example, add a Data visualization element.
    10. Select New Visualization.
    11. Select a Visualization type.
      In this example, select the Horizontal bar.
    12. Select + Add data source.
      For this example, select the Task table.
    13. Optional: Select + Add custom conditions to define conditions for the data source.
    14. Select Add this source.
    15. Select Save.
    16. Select Open module in the top bar to preview the dashboard.
      Arrow pointing the open module icon in the header.

    What to do next

    Continue building your dashboard by adding more elements such as additional visualizations, filters, or text components. Arrange and resize elements to create a balanced layout that provides users with a comprehensive view of their data.