Building a new Dashboard Panel can be accomplished to fulfill your specific requirements and/or filters.  These steps focus on the fields to complete in the Panel Settings screen.

  1. Open Search Panel List screen.
  2. Click New toolbar button > New Panel.
  3. Enter in the appropriate information in the Panel Settings screen.  See below for the description of each field.


4. Click Save toolbar button then Close.  The panel will now be on the Search Panel List and ready to be displayed on the Dashboard.


To build a Canned Panel:

a. On Panel Settings, click New toolbar button > New Canned Panel

b. On Search Panel List, click New toolbar button > New Canned Panel

Owner will be automatically set to Canned Panel.