Managing Dashboards

Your custom dashboards appear as tabs within the Dashboard tab of the Traverse web application.

The dashboard tab always shows the following icons in the upper right corner:

• - Refreshes all dashboard components in the current dashboard.
• - Toggles between displaying private and public dashboards.
• - Allows you to edit the current dashboard properties.
• - Allows you to add a new component to the current dashboard.

Creating a Dashboard

1. Navigate to the Dashboard tab in the Traverse web application.
2. Click the Create New Dashboard link or the icon to create a new dashboard.
3. In the Create Dashboard form, configure the dashboard properties:
   • Name
   • Description: An optional field that lets you provide some additional descriptive information.
   • Visibility: Choose whether you want the the dashboard to be Private or Public.
   • Default: Optionally, choose to designate the new dashboard as the default dashboard to display.
4. Click OK to create the dashboard.

Modifying the Properties of a Dashboard

1. Navigate to the Dashboard tab in the Traverse web application.
2. Select the dashboard you want to modify.
3. Click the Edit Dashboard icon in the upper right of the dashboard.
4. In the Edit Dashboard form, you can make changes to the Name, Description, Visibility, and Default properties.
5. Click OK to apply your changes.

Deleting a Dashboard

1. Navigate to the Dashboard tab in the Traverse web application.
2. Position your cursor on the title tab of the dashboard you want to delete. An X icon appears in the title tab.
3. Click the X, and then click OK in the Delete Dashboard confirmation dialog.