Custom Dashboards Quick Help Guide

Security Select Default Dashboard Per Security Role Note: Will Only Display objects Which have been enabled for the role Security Role Setting Gives ability to Create custom dashboard Note: Recommended only for the Company’s Super Admin Users

Custom Dashboards Launch Launching Point For Custom Dashboards Select this option to Set Current Page as Landing Page Note: First Iteration will only apply to Standard and Custom Dashboards. Future State would allow any page in your purview to be available as Landing page View Standard and Custom Dashboards Available to User Clears current landing page preference and returns to default Security Role Landing Page Manage Dashboards Only Displays For Users who have it Enabled in Security Role. Note: Clicking Here will send user to dashboard creation Admin screen

Custom Dashboards Admin Page 1 2 1 Page Actions: Ability to Create New Dashboard or Delete any selected custom dashboards 2 Edit or Preview Existing Custom Dashboards

Dashboard Creation - Security When Creating a new Dashboard, you have the ability To specify which security roles Will have the ability to have Access to the dashboard.

Dashboard Creation – Object Selection Select which analytics To include in the dashboard

Dashboard Creation – Arrange Objects After adding the analytics, you can rearrange The order of the analytics by just click and Dragging the tile and moving it up or down. Clicking on the [x] would remove the analytic. One you are finished, you click the save button. © 2014 Hula Partners - Confidential & Proprietary

Custom Dashboard - Final After creation, the dashboard will appear in under the icon for any users who have the selected security role. User can navigate to new dashboard, and Also has the ability to set the custom dashboard as their default landing page © 2014 Hula Partners - Confidential & Proprietary