Creating a New Dashboard
Tip: You don't have to create a new dashboard in order to create a report. You can add reports to the default or currently-selected dashboard.
To create a new dashboard:
Access the Coram web app and sign in to your account.
From the main navigation menu, select Insights.
In the top-right corner of the page, click
.
A new dashboard appears.
To rename the dashboard and provide a description, select Actions > Dashboard Details. Type a name and optional description, then choose Save.
The dashboard appears in the list, and you can add reports to it.
Managing Existing Dashboards
To manage an existing dashboard:
Access the Coram web app and sign in to your account.
From the main navigation menu, select Insights.
In the top-left corner of the page, click the Dashboards dropdown arrow, then select the dashboard you want to manage.
Do one of the following:
To rename the selected dashboard and update the description, click Actions > Dashboard Details. Type a new name and description, then choose Save.
To delete the selected dashboard, select Actions > Delete, then choose Yes, delete.
Warning: After you delete a dashboard, you cannot recover it.