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How do I create a new Analytics Dashboard?

  • March 11, 2026
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Happie Pingol
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Overview 

Creating a new Analytics Dashboard allows you to build custom visualizations of your data tailored to your organization's specific reporting needs. 

 

Step 1: Access the Analytics Dashboards 

  1. Either search for "Analytics Dashboards" in the Sidebar 

  1. Or navigate through Main Menu > Reporting & Data Analysis 

  1. Or go to Report Manager > Go to Analytics Dashboards 

Step 2: Initiate dashboard creation 

  1. Click "Create New Dashboard" in the upper right-hand corner 

  1. A pop-up window will appear 

Step 3: Configure your dashboard 

  1. Enter a name for your dashboard 

  1. Add a description (optional but recommended) 

  1. Click to continue to the next screen 

  1. Your new empty dashboard will be created and ready for widgets 

 

What else do you need help with? 

  • Understanding Analytics Dashboards 
  • How do I Add a Widget to a Dashboard? 
  • How do I Use the Default Dashboards?