Creating a new dashboard
To create a new Ortto dashboard:
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Ensure you have accessed the Dashboards page.
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Drop down the dashboard selector and click "+ New dashboard".
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Dashboards can be created from a template or from scratch. Templates will automatically produce the reports required for that dashboard template.
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When you create a new dashboard from scratch it will appear blank until we add reports.
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First let’s name the dashboard. Click the dashboard selector and then click the edit icon next to the "New dashboard" we just created to give it a name.
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Now let’s add some reports. If you haven’t already created reports, learn how to create a report first. Click add reports and you will enter the customize mode and then click "+Add report".
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Select an existing report or create a new report.
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After selecting several reports you can arrange them by dragging and dropping them. Press done to save the changes.
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You’ve now successfully created your first dashboard.