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Create Custom Dashboards

Staff can now create custom dashboards from the My Dashboards home screen. Up to 26 dashboards can be added for a user that wishes to customize tiles for their specific business needs. Neos will display all dashboard titles along the top, based on fit. The remaining dashboards can be accessed by clicking the down arrow on the far right.

All dashboards can be reordered to each user's preference.

NOTE: You must have at least View permissions to General > Advanced Search to create custom dashboards.

To add a new dashboard:

  1. Navigate to the My Dashboards.

  2. Under My Dashboards, you'll see all the dashboards that were created or shared with you.

  3. Click the + Add Dashboard button on the top right.

  4. Enter the desired Title on the New Dashboard window and click Save. Title is a required field. The Dashboard Title can be changed later in Dashboard Settings.

  5. The new dashboard will be added at the end of the list of titles.

  6. The new dashboard will display blank by default. Click the Add Tile button to insert a tile and automatically open the Add Tile side pane, placing the dashboard in edit mode.

Custom dashboards can be shared with other Neos users.

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