Create a custom dashboard to display key information on the Overview section of the Research tab.
Like other dashboards, this dashboard leverages the Query tool to design the dashboard and retrieve the information to be displayed.
Create the Query
To create the research dashboard query:
- Navigate to the Queries tool and click New Query
- In the pop-up, enter the following:
- Name: provide a human friendly name for the dashboard query, perhaps "Research Custom Dashboard."
- User: either select a user to be associated with the query, or leave it defaulted to the current user.
- Realm: if desired, place this query within a Realm.
- Sharing: select this box in order to make this dashboard visible to other users.
- Folder: select the System folder.
- Type: select Configurable Joins.
- Category: select Records.
- Base: select the base for which this dashboard should apply. If the dashboard should appear for person records, select Person. If the dashboard is intended for dataset records, select the appropriate dataset.
- System Key: select Dashboard Research. The system key will only appear after selecting the System folder.
- Click Save.
- Add as Exports to the query the data elements that should be returned as merge fields within the dashboard. These exports should be renamed to be computer friendly: no spaces or special characters.
You may also add filters to your Dashboard Query if necessary. Filters will cause the dashboard to display only on records that meet the filter criteria. If you wish to conditionally display information on a dashboard, use Liquid Markup and an Existence Export.
Customizing the Research Dashboard
To modify the appearance of the research dashboard:
- Navigate to the query that was created and select Edit Dashboard.
- Using the WYSIWYG (what-you-see-is-what-you-get) editor, design the dashboard as desired. To leverage the exports referenced within the query, add the name of the export between two curly brackets, such as: {{most-recent-estimated-capacity}}.