Office - Dashboards - Manage Dashboard Layouts - Custom Dashboards

Owned by
Stacy Zak
Last updated: Jun 03, 2024 by
Benjamin Hacker
2 min read

Table of Contents

Overview

Custom Dashboards allow the user to create their own customized dashboard equipped with their specific needs.  Custom Dashboards can include any combination of the available dashboards within Club Intelligence.  In this manual we will discuss how to create a new Custom Dashboard.

Required Permissions

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Accessing the Tool 

  1. To access Custom Dashboards, Select Club Intelligence from the left user menu and choose Custom Dashboards from the available options.

  2. The Custom Dashboards Grid will launch.

Create a New Custom Dashboard

  1. To create a new Custom Dashboard, Select the New Icon 

  2. Enter a Layout Name for the new dashboard. Click OK.

  3. The Custom Dashboard setup screen will launch.

  4. To add a dashboard to the screen, select the Add Dashboard drop down and a list of available modules will appear.

  5. Hover over a module to see the available dashboards for that specific module.  Then, select the desired dashboard from the available list.

  6. Once a dashboard is selected, select the space the dashboard should be placed on the screen. Use the mouse to hover over the desired space.

  7. Once a space is selected, the dashboard will populate.

  8. Add any other desired dashboards as applicable.

Edit a Custom Dashboard

Adjust Size of Dashboard

  1. To adjust the size of any dashboard, select the green adjustment icon on the top left corner of the dashboard.

  2. Use the blue arrows to increase the size of the dashboard. Click the green check mark when the adjustment is finished.

Move Dashboard to New Location

  1. To move a dashboard to a new location, select the green adjustment icon on the top left corner of the applicable dashboard.

  2. Select the new space the dashboard should be located.

  3. The dashboard will move to the new location and adjust to the appropriate size.

Auto Load Option

  1. Once a new dashboard is created, the dashboard can be set to Auto Load when the Custom Dashboard option is selected. 

  2. To do so, please check the Auto Load check box on the corresponding Custom Dashboard. 

  3. Now, when Custom Dashboards is selected from the available Club Intelligence options, the selected Custom Dashboard will automatically load.

  4. Select the Home tab to create any new dashboards.

Active Option

  1. If multiple Custom Dashboards are set to Auto Load, please check the Active check box on the Dashboard that should be loaded first.

Best Practices

  1. Ensure the Dashboard Tiles you have designated to display are actively utilized.  It is better to have fewer items on a dashboard that are used, than many on a dashboard that are not used.

FAQs

  1. How do I inactivate a dashboard view?

    1. Simply uncheck the Auto Load and Active options within the Custom Dashboards screen. 

  2. How do I ensure that a particular Dashboard is loaded first? 

    1. Ensure the Active option is checked within the Custom Dashboards screen.

 

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