Creating a Custom Dashboard

If you have spent time customizing the data that is displayed on a dashboard, you can now save your modified dashboard so you can view it again later without have to repeat the process of customizing it.

To create a custom dashboard:

  1. On the menu bar, click the menu button and select View Dashboard.
    The Dashboard view opens.
  2. In the left pane of the Dashboard view, click the dashboard you would like to modify.
    The selected dashboard opens in the right pane.
  3. Make the desired modifications to the dashboard.
    The Save Dashboard button turns a darker color when SOTI Insight detects that the dashboard has been changed.
  4. Click the Save Dashboard button and select either Save (to save the modified dashboard under the same name) or Save As (to save the modified dashboard under a new name).

The custom dashboard has now been saved. If you saved the dashboard under a new name, it appears as a new entry in the left pane where you can select it again later.

As the number of dashboards listed in the left pane grows, you can keep them organized by dragging them up or down the list.