--- title: "Dashboard Manager" slug: "dashboard-manager" updated: 2024-01-26T20:09:42Z published: 2024-01-26T20:09:42Z canonical: "wiki.cobblestonesoftware.com/dashboard-manager" --- > ## Documentation Index > Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # Dashboard Manager ### **Dashboard Manager** **Dashboards: Manager** The dashboard manager provides a list of all of the dashboards a user has configured for him or herself along with the ability to manage/edit or delete them. **Creating a Dashboard:** 1. Select **Dashboards Mgr.** from the **My** top menu option. ![Creating a Dashboard](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Dashboard%20Mgr%20from%20My.png) 2. The **My Dashboard Manager** screen displays. Click **Add New Dashboard** from the side menu. ![Add New Dashboard from side menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/My%20Dashboard%20Mgr%20-%20Add%20New%20Dashboard.png) 3. Choose the dashboard type. ![Choose the dashboard type](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-manager-image-i702s4vr.png) 4. Provide the required information. ![Provide required information](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-manager-image-hql9ckg2.png) **Note:** The **My Dashboards** page will initially display your default dashboard. When creating your dashboard, you can select whether the dashboard is default or not by using the **Is Default** drop down item. All other dashboards will be available from the dashboard drop down menu on the **My Dashboards** page (see the [**My Dashboards**](https://wiki.CobbleStone®software.com/docs/my-dashboards) page of Wiki). 5. Click **Save** to return to the **My Dashboard Manager** screen where a list of your dashboards (including the newly created dashboard) displays. ![List of Dashboards](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Dashboard%20info,%20Dock,%20Tiles.png) 6. To configure your dashboard once it has been created and saved, you can add **Docks** (See the **Docks** page of Wiki). 7. **My Dashboard Manager** is accessible from several different screens as well on the side menu. **To Change/Manage your Dashboard:** Click **Info** or **Layout** for the dashboard to modify. The **Info** screen will look exactly like the screen where you first created the dashboard. Be sure to click **Save** to save any changes. The **Layout** screen will allow the user to add Docks, Button Tiles, and/or Summary Tiles. **Deleting A Dashboard:** Click **Delete** for the dashboard line item to remove. If **Delete** is not available to be selected, click **Manage** link first and change **Is Default** to **No**. Save the changes. ![Delete Dashboard](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Dashboard%20Delete.png) Once saved, **Delete** will be available. When clicking **Delete**, a prompt will display to verify the to deletion of the dashboard. Click **OK** to proceed to delete it or click **Cancel** to return to the **My Dashboard Manager** screen. **STIMULSOFT GRAPHICAL DASHBOARDS** The New Stimulsoft Dashboard presents a top-in-the-class kind of modern dashboard with graphical elements to provide valuable information to the user at a glance. This dashboard can be used to compare various fields, show summary of various fields, etc. Using the Stimulsoft Dashboard is like using the Stimulsoft Report in CobbleStone®. **Just like the Stimulsoft Reports, Dashboards generated with this tool will not enforce Application User Permissioning without the appropriate filters defined within the Dashboard**. Hence, only System Admins can create new Dashboards. To Create a New Dashboard : Step 1 : Go to your Dashboard Step 2 : Click on Add New Dashboard. Step 3 : Choose Graphical Dashboard. Step 4 : Type in a Dashboard Name, choose the various sections from which the data is to be collected for the Dashboard, and type in a description for the Dashboard. ![Stimulsoft Graphical Dashboards](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-manager-image-c025ay4a.png) Step 5 : Click on Create Dashboard button. Step 6: You’ll arrive on the Dashboard Designer page. ![Create Dashboard](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-manager-image-p62bzdyk.png) Step 7: Expand the Data Sources to reveal all your fields. ![Data Sources](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-manager-image-tieossb9.png) Step 8 : Go to the Insert tab and click on the type of Graphical chart you need. ![Insert Tab](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-manager-image-8dmittgt.png) Step 9 : Once you click on one of the elements, go to the Design board and click where you want the graph to appear. The chart should appear where you clicked with a Drag & Drop data from dictionary box with it. ![Once you click on one of the elements, go to the Design board and click where you want the graph to appear.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-manager-image-da47h7gl.png) Step 10 : Drag one of the fields from the left side menu Data Sources to the box. ![Drag fields from left menu to Data Sources box](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-manager-image-cpk09dln.png) Step 11 : You can type in custom expression by clicking on the Edit icon on the Expression field (the last field in the box), where you can write your custom expression. ![Custom Expressions by clicking Edit icon on the Expression field](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-manager-image-qt3s6o66.png) Step 12 : Click on the Close button in the expression box. Now you can resize the Graphical Element in the Designer view. Step 13 : Continue the steps 8 to 12 for other graphical elements that you need. Step 14 : Once you are finished with the Design, press the Save icon and then press File > Exit to exit the Stimulsoft Dashboard Designer. ![Press Save when finished with the design](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-manager-image-6snkku01.png) Step 15: The next screen will show the various details about the dashboard. At this screen, assign the newly created dashboard to the users (including the creator of the dashboard). This is because the dashboard won’t take user permissions into consideration. Step 16 : You have created your awesome Graphical Dashboard! **CONFIGURATION of Graphic Dashboards** Admins may choose to Disable / Enable this feature in their system. To do so, go to : Manage Setup > Application Configuration > Config Settings In the dropdown box to select Configuration Group, choose General System. You’ll see 1 App Config setting associated with this : 1) Graphical Dashboard: Enabling this will enable the Graphical Dashboards for users. For more information, please see the manual attached to this wiki article.