Previous Next JavaScript must be enabled to correctly display this content

## 39.3 Dashboard Overview – Create

This topic describes the systematic instruction to Dashboard Overview – Create screen. System Administrator can create new custom dashboard template for Retail & Business, Corporate and Administrator user using this option.

As part of creation of custom dashboard, the administrator needs to select the appropriate tab for which the dashboard needs to be created/ designed i.e. user segment or module or user type.

System will facilitate the user with a default dashboard available and the administrator can decide to create a custom dashboard by dragging and dropping new widgets available from the list of widgets.

Following types of dashboard can be created:

- Segment Dashboard - Design dashboard for a user segment
- Application Role Dashboard - Design dashboard for an application role
- Module Dashboard - Design dashboard for the available application modules i.e. CASA, Term Deposit, Loans etc.
- User Type Dashboard - Design dashboard for a user type i.e. Retail & Business, Corporate or Administrator.

To create a new dashboard template:

1. Navigate to one of the above paths.
   The Dashboard Overview screen appears.
2. On the Dashboard Overview screen, click on Create Dashboard tab.
   The Create Dashboard screen appears.

   Figure 39-5 Create Dashboard Template

   Description of "Figure 39-5 Create Dashboard Template "

   Table 39-3 Create Dashboard Template - Field Description

   Field Name | Description
   --- | ---
   Template Description | Description for the template.
   Design | The type of device on which the template will be enabled.
   Select Module | System lists the dashboard for the segments / user type / module depending on the option selected.
   User Type | Select the user type for which the dashboard needs to be created. Note: If dashboard needs to be created for a user segment then user type Retail & Business needs to be selected. User Segment is not supported for Corporate and Administrator user.
   Select Module Icon | Select the dashboard icon that is displayed based on the selected segments / user type / module.
   List of Dashboards | System displays the list of dashboards available for selection based on the selected module type.
   Template Name | Name of the template that the System Administrator user wants to create.

3. In the Template Name field, enter the name of the new template that is to be created.
4. In the Template Description field, enter the description of the new template.
5. To enable the template for Desktop/ Tablet / Mobile, select the required options from the Design check box.
6. From the Segment Dashboard/ Application Role Dashboard/ Module Dashboard/ User Type Dashboard tabs, select the appropriate module.
   - The Dashboard Overview - Design screen of the selected module appears.

     For example, Retail & Business is selected from the User Type Dashboard.

     The Dashboard Overview - Design template for retail user appears.

7. In the User Type field, select the appropriate user type.

   Note:

   If dashboard needs to be created for a user segment then user type ‘Retail & Business’ needs to be selected. User Segment is not supported for Corporate and Administrator user.
8. Select the appropriate dashboard from the list of dashboards displayed based on the selected module.
9. Perform anyone of the following actions:
   - Click Next. The Dashboard Overview template screen appears.
   - Click Cancel to cancel the transaction.

   Figure 39-6 Create Dashboard Template

   Description of "Figure 39-6 Create Dashboard Template "
10. Click on the desired widgets from the widget list to appear on dashboard.
    Perform anyone of the following actions:
    - In the Search Widget field, enter the name of the widget that you want to appear on the dashboard and click icon.
    - Click on the desired widgets of the dashboard to the desired location. System highlights the area where the widget can be placed.
11. Perform anyone of the following actions:
    - Click icon on the upper right corner of the widget, if you want to expand the widget.
    - Click icon on the upper right corner of the widget, if you want to compress the widget.
    - Click icon on the upper right corner of the widget, if you want to remove the widget from the dashboard.
12. If the selected widget has multiple widgets on the same like quick links, select the required widget that you want to appear on the dashboard.
13. Perform anyone of the following actions:
    - Click Save to save the template information.
    - Click Cancel to cancel the transaction.
    - Click Back to navigate to the previous screen.
14. Perform anyone of the following actions:
    - The Review screen appears. Verify the details, and click Confirm.
    - Click the Desktop/ Tab/ Mobile icon to review the created template in desktop, tab or mobile mode.
    - Click Cancel to cancel the transaction.

      A warning message of canceling the operation appears.

    - Click Yes to confirm.
    - Click Back to navigate to the previous screen.

    The success message appears along with the status of transaction.

15. Click OK to complete the transaction.

Parent topic: Dashboard Overview