1. Custom Dashboards Quick Help Guide

2. 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

3. 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

4. Custom Dashboards Admin Page1 2 1
Page Actions: Ability to Create New Dashboard or Delete any selected custom dashboards 2
Edit or Preview Existing Custom Dashboards

5. 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.

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

7. 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

8. 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