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New

To create a new blank Keystroke Dash dashboard, use the New icon from the Dash toolbar. The Below instructions is only for the following Icons (List, Graph, and KPI)

*Note: Instructions for Wizard dashboard*

1. Click on the New menu.
    
2. The Keystroke Panel Wizard will appear.  Click on one of the following Icons. (Top Left = List || Top Right = Graph || Bottom Left = KPI || Bottom Right = Wizard)
   
3. Select your Dashboard Panel, click Next.
   
4. Configure the panel's Data Set Properties (as described under their Panels).
   
5. To add more data set properties click the pencil Icon on the top left.
   1. "Do Not Search": the system will not give the user the option to filter on it
   2. "Single Selected": The system will allow the user to select one option to filter on under that field
   3. "Multi Select": The system will allow the user to select multiple options to filter on under that field

6. When the fields the user wishes to filter on have been selected, click the back arrow on the top left to go back to the screen shown on step 4.
1. This screen will now include all fields previously selected with the options of selecting what to filter on within that field.  In this case we added the City Field as a filter

    

After all filter fields have been selected Click the arrow to generate the dashboard.

NOTE: Remember to SAVE the dashboard or all work will be lost.

See also