Who is this article for?

Administrators who want to learn how to manage Dashboards.

Administrator permissions are required.

Dashboards can be created by either utilising an existing Dashboard Template created by an administrator or by creating a new one. See the sections below on how to create, edit and manage Dashboards.

1. Create Dashboards

1.1. Create a Dashboard from a Template

From the relevant Lucidity Software module:

1. Click the Dashboard tab.

2. The Dashboard Wizard opens displaying a list of available templates.

   • Templates created by an administrator will be available.

   • If no templates exist, refer to Create a New Dashboard below.

3. Select the required dashboard(s) from the list.

4. Click Create selected Dashboards.

5. Then, the software will create the selected dashboards and populate the widgets.

More than one template can be added and used for different purposes. If a new template needs to be added, it can be done so using the Dashboard Template Wizard. From the Dashboards tab:

6. Click the dashboard title to the top left of the screen.

7. Click Dashboard Template Wizard.

8. Follow the steps above to add the required dashboard templates.

2. Create a new Dashboard

Creating a new dashboard can be done either at the initial dashboard creation stage or any time after. 

1. From the initial dashboard wizard, select No thanks - I will create my own.

2. Alternatively, from the dashboard selector, click Add New Dashboard.

 Either option will lead to the create new dashboard screen. From here:

3. Enter a name and description for the dashboard.

4. Click Save.

5. Generic and module specific widgets will be available. Click on the grey bar to view options:

   • Generic widgets are available in all Lucidity Software modules that support dashboards.

   • Module specific widgets are based on the module currently being used.

   • A combination of generic and module specific widgets can be added to a single dashboard.

   • Review the descriptions for an explanation of each widget.

6. Select the required widgets for the new dashboard.

7. Click Save.

8. The new dashboard will be created. Click Open Dashboard to view.

9. The new dashboard will be displayed.

3. Edit, delete and publish Dashboards

3.1. Edit Dashboards

To change the name or description of a dashboard, from the Dashboards tab:

1. Click the dashboard selector.

2. Click List My Dashboards.

3. Click Edit to the far right of screen.

4. Make changes to the name and description of the dashboard as required.

5. Click Save.

3.2. Delete Dashboards

To delete a dashboard, from the Dashboards tab:

1. Click the dashboard selector.

2. Click List My Dashboards.

3. Click the actions button at the far right of screen to activate the drop-down menu.

4. Click Delete.

1. Click Actions on the far right of the dashboard.

2. Click Print.

3. The PDF will open and can now be saved.

4. Further reading

• Managing widgets
• Configuring Dashboard access privileges and templates
• Navigating Dashboards and widgets – Lucidity (ideagen.com)