Softdial Reporter™ 5

Creating a Dashboard

If the default dashboards are not right for your needs, you can create new dashboards from scratch.

  1. At the top of the Directory Tree, click on Add button
  2. Select Add Dashboard

A new, empty dashboard with a default layout and name (New Dashboard) is added as a child of the root folder, at the bottom of the tree.

  1. Click on the dashboard's context menu Menu iconbutton
  2. Select Rename
  3. Type a new name.
  4. Hit the Enter key to assign the new name

To add widgets to the new dashboard, see Adding a Widget