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Creating a Dashboard

Learn how to create a new Dashboard in Perspio using the guided dashboard creation process and open it from the Dashboards module.

Overview

This article explains how to create a new dashboard in the Perspio Dashboards module.

Dashboards provide a central location for presenting and reviewing information available in Perspio. The dashboard creation process uses a guided setup wizard that takes you through the required configuration stages before the dashboard is created.

Once created, the dashboard appears in the Dashboards Module, where it can be selected and opened.

In the example shown in this article, the completed dashboard is named Summary.

Purpose

Use this process when you need to create a new dashboard for presenting relevant Perspio information in a consolidated view.

A dashboard can help users:

  • Access important information from one location.
  • Organise information for a particular operational purpose.
  • Provide a consistent view for teams and stakeholders.
  • Reduce the need to navigate through multiple Perspio modules.
  • Create a dashboard view based on the options available in the organisation’s Perspio environment.

The information and visual components available within a dashboard depend on the dashboard configuration, user permissions, and functionality enabled for the Perspio tenant.

How to Create a Dashboard in Perspio

Step 1: Open Dashboards and start creating a dashboard

From the Perspio main navigation:

     A. Click Dashboards.

     B. Click the highlighted Create Dashboard control at the top of the Dashboards screen.

This opens the guided dashboard creation process.

 


Step 2: Complete the Details Setup Screen

Review the Details Screen, filling Name, Description and Enabling the Dashboard.

Complete and confirm the required information, then click Next.

 

Step 3: Complete the Template Setup Screen

Review the Template Selection of the dashboard creation wizard.

Click on Blank to select the template, then click Next.

More Templates will be available in the future.

 

Step 4: Complete the Scope Setup Screen

Review the Scope Selection of the dashboard creation wizard.

Select the Option that best suit the Dashboard Purpose:

  • Assets: Pick and choose individual Assets to be included in the Dashboard.
  • Groups: Select one or more Asset Groups to be part of the Dashbord's data scope.
  • Dashboard (Inherent): Global Scope, picking up all Assets and enabling the selection through Filters.

More Templates will be available in the future.

Select the appropriate Scope and click Create.

Step 5: Summary of Created Dashboard

This screen confirms the Dashboard has been created,

On this step, you can:

  • Go back to Dasboards List.

  • Go to Created Dashboard.

  • Create another Dashboard, restarting the Wizard.

Expected Result

After completing the process:

  • A new dashboard is created in Perspio.
  • The dashboard appears in the Dashboards module.
  • The dashboard can be selected and opened.
  • The dashboard displays information according to the configuration selected during creation.
  • Users with the appropriate permissions can access the dashboard.

TroubleshootingThe Create Dashboard control is not visible

  • Confirm that you are in the Dashboards module.
  • Refresh the page and reopen Dashboards.
  • Check whether your user account has permission to create dashboards.
  • Confirm that dashboard creation is enabled in your Perspio environment.
  • Contact your Perspio administrator if the control remains unavailable.

The Next button is unavailable

  • Review the current setup screen for mandatory fields.
  • Confirm that all required selections have been made.
  • Check for validation messages next to any fields.
  • Scroll through the entire setup screen to ensure no required field has been missed.
  • Confirm that the selected values are valid.
  • Refresh the page and restart the process if the wizard is unresponsive.

I cannot progress past the second setup screen

  • Confirm that all required options have been selected.
  • Review any validation messages displayed on the page.
  • Use Back to verify the information entered on the previous screen.
  • Confirm that your account can access the selected dashboard information.
  • Restart the creation process if the wizard does not respond.

The Create button is unavailable

  • Confirm that all previous wizard stages have been completed.
  • Check the final screen for incomplete or invalid information.
  • Use Back to review the earlier configuration.
  • Confirm that your user account has permission to create dashboards.
  • Refresh the page if the control remains inactive after all required information has been completed.

The dashboard does not appear after clicking Create

  • Refresh the Dashboards module.
  • Switch between Card and List views.
  • Use the search control to look for the dashboard name.
  • Confirm that Perspio did not display an error during creation.
  • Check whether the dashboard was saved under a different name.
  • Avoid creating another dashboard until you have confirmed that the first request was unsuccessful.

The dashboard opens but does not show the expected information

  • Confirm that the correct configuration was selected during creation.
  • Check that the source information is available in Perspio.
  • Confirm that your user account has access to the relevant assets and data.
  • Review any filters applied to the dashboard.
  • Check whether security groups or asset visibility settings are restricting the displayed information.
  • Recreate or edit the dashboard if the original configuration was incorrect.

Another user cannot access the dashboard

  • Confirm that the user has access to the Dashboards module.
  • Check the user’s profiles and security groups.
  • Confirm that the user can access the assets or information used by the dashboard.
  • Review any dashboard sharing or visibility settings.
  • Contact your Perspio administrator if access cannot be resolved.

A duplicate dashboard was created

  • Review the existing dashboards to identify the duplicate.
  • Open each dashboard to confirm which one should be retained.
  • Delete the duplicate using the available dashboard management controls, if your permissions allow it.
  • Contact your Perspio administrator if you cannot remove the duplicate.

Notes

  • The screens and fields shown during dashboard creation may vary between Perspio environments.
  • Available dashboard options depend on tenant configuration and enabled features.
  • User permissions, profiles, security groups, and asset visibility can affect dashboard creation and access.
  • Use a clear dashboard name when a naming option is available.
  • Review the completed dashboard after creation to confirm that the expected information is displayed.
  • Avoid creating duplicate dashboards for the same purpose.
  • A dashboard can only display information that the viewing user is authorised to access.
  • In the example shown, the completed dashboard is named Summary. Your dashboard may use a different name.