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Where Are The Dashboards?

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Level 5
All, Has anyone found where the dashboards are? I can't seem to find a tab or link on the reports page to get to them or even a place to create a new one. Hopefully someone can point me in the right direction. Thanks, Jared Mauch Crown Equipment Corporation
10 Replies

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Level 2
I'm having the same issue. I could have sworn I saw it as a menu option in the main nav flyout. Amber Ribarchak Sr. Marketing Associate JPMorgan Chase

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Level 5
Yes, I found them, but it wasn't easy. I don't know if there's another way, but this is where I found them: You have to go to Setup > Interface > Layout Templates, pick the Layout template you use, then "Set the Main Menu" and add Dashboards to your buttons. What I haven't figured out is how to get my layout template to show all my Dashboards, like in the legacy version. In legacy, I have it set to show my Layout Template when I click on Projects. As far as I can tell, you have to pin the dashboards you want to see in the New Experience. Anyone else figure this out? Sheri Whitten Gordon Food Service

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Level 5
Sheri, Thanks for sharing that! I feel like they could've made that just a little easier to figure out. Jared Mauch Crown Equipment Corporation

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Level 2
I also found that they can be accessed from the search page in the "recent" column at the very bottom. It lists out your recently visited dashboards. I found that it carried over my recent views from the "Classic" version. I'm currently working in both. Amber Ribarchak Sr. Marketing Associate JPMorgan Chase

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Level 5
@Sheri Whitten we have added our dashboards to the secondary navigation (left side pop out) on the layout template. if you click on a project then the left side pop out should show the dashboards. it's not as clean as it was before, but at least our users are able to see the dashboards they are familiar with. i am not sure how many dashboards can be added there for any given layout template. Michelle Bowden Fiserv ETG

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Level 5
Thanks for that info, @Michelle Bowden and @Amber Ribarchak ! Sheri Whitten Gordon Food Service

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Level 2
So reading the thread there isn't a way I can add specific dashboards to my layouts template we run off reports in dashboards currently, so have layout templates set up with different dashboards for different teams. I don't really want to manually change 200 user layouts to add the specific reports and dashboard needed have also noticed that if a user has pinned a page and created a tab, that if I log in as them I can't see said pinned tabs so I think the only way to do this is add to the left sub index under projects, the train the individuals in selecting and pinning the dashboards Ian Reddy Director of Business Operations UNiDAYS Nottingham, London, Sydney, New York

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Level 4
I think it hard to find because the documentation of features said dashboards are not going to available initially. Big bummer! Dr. Rochelle L. Webb, CSM Sr. Project Manager, Project Management Office MHMR Tarrant County Ft. Worth, Texas 817-569-4146

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Level 10
I can see users' pinned tabs if I login as them. Perhaps this is because I created the pinned tabs whilst logged in as them, but they seem to persist between Login-As sessions. David Cornwell

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Level 2
Thank you! This works for Templates as well. Sue Johnson RBC Wealth Management