Create a dashboard

Updated: May 8, 2026

You can create a dashboard and then add and edit widgets as needed.

A dashboard can be created from the following locations:

• An existing dashboard.
• The homepage dashboard card.
• The dashboard navigation pane if the Dashboard Ordering setting is enabled
• The Dashboard tab of the Browse panel if you don't have access to an existing dashboard.

Tip For optimal performance and search, don't create more than 300 dashboards in an environment.

Prerequisites

• You have a global role that has the Manage your own Views, Dashboards, Search filters global permission.
• To create a dashboard from the dashboard navigation pane, ensure that the Dashboard Ordering setting is enabled.

Create a dashboard from an existing dashboard when the Dashboard Ordering setting is disabled

Prerequisites

• You have a global role that has the Manage your own Views, Dashboards, Search filters global permission.

1. Access any dashboard.
2. Click More → Create a Dashboard.
   The Edit Dashboard page opens.
   
3. Enter the required information.
   

   Field	Description
   Name	A name to identify your dashboard.
   Description	A description for the dashboard.
   Layout	The number of columns to be shown in the dashboard.
   Pin	Select this checkbox if you want to pin the dashboard.

4. Click Save.

Create a dashboard from the dashboard navigation pane

Prerequisites

• You have a global role that has the Manage your own Views, Dashboards, Search filters global permission.
• To create a dashboard from the dashboard navigation pane, ensure that the Dashboard Ordering setting is enabled.

1. Access any dashboard.
2. In the dashboard navigation pane, click next to DASHBOARDS.
   The Edit Dashboard page opens.
   
3. Enter the required information.
   

   Field	Description
   Name	A name to identify your dashboard.
   Description	A description for the dashboard.
   Layout	The number of columns to be shown in the dashboard.

4. Click Save.

Create a dashboard from the Dashboard tab of the Browse pane

Prerequisites

• You have a global role that has the Manage your own Views, Dashboards, Search filters global permission.

1. Click the browse pane on the main toolbar.
2. Click Dashboards.
3. Click Add Dashboard.
4. Enter the required information.
   
   

Field	Description
Name	A name to identify your dashboard.
Description	A description for the dashboard.
Layout	The number of columns to be shown in the dashboard.
Pin	Select this checkbox if you want to pin the dashboard.

5. Click Save.

What's next

• Add widgets to the dashboard.
• Edit the dashboard.
• Duplicate the dashboard.