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Building custom dashboards

Reports & ChartsAll usersVerified 22 Sep 20261 min

Creating a dashboard

  1. Go to Dashboards and select New Dashboard.
  2. Name it.
  3. Add widgets from the widget library, including form widgets.
  4. Drag to arrange the layout — changes autosave.

Dashboards can also be renamed or deleted from the dashboard list. This feature is available on web.

Walkthrough video

Every step above, performed once in a demo organisation.

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