Creating a pre-assembled dashboard
Use this procedure to create a pre-assembled dashboard.
Procedure
- Ensure that the portlets that comprise the pre-assembled dashboard you want to create are enabled.
- In HCL® Marketing Software, select Dashboard to open the Dashboard administration page.
- Click Create dashboard.
-
For the Type select Use pre-assembled dashboards.
The available pre-assembled dashboards are listed.
-
Select the pre-assembled dashboard you want to use and click Next.
A list of the portlets comprising the selected pre-assembled dashboard is displayed. The list lets you know when a portlet is not available, either because the required product is not installed or because the portlet has not been enabled.
-
Click Save to finish creating the dashboard.
Your new dashboard appears as a tab on the Dashboard administration page, and is listed on the Administration tab. You can now modify the portlets it contains, if necessary.