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Create a Reporting Dashboard › Add Dashboards

Add Dashboards

You add personal or shared dashboards to provide expedited access to information and to frequently used features and functions of CA Service Catalog.

Follow these steps:

  1. Log in to CA Service Catalog.
  2. Click Home, Dashboards.
  3. Click the << icon at the top right part of the page, and click Add Dashboard.

    The Dashboard Options page appears.

  4. Name the dashboard and configure the other options, as follows. Click the Help (question mark) icon for assistance.

    The following fields require explanation:

    Shared Dashboard

    Creates a shared dashboard.

    Administrators use shared dashboards to publish information to users. If this option does not appear or you do not select this option, this dashboard is available to you only (personal).

    Note: You can create a personal dashboard and can share it later.

    When you select Shared Dashboard, several other fields appear. These fields are mutually exclusive. Select one of the following options:

    • Accessible by Sub Business Units – Shares this dashboard with users in your business unit and its child business units.
    • Accessible by Role – Shares this dashboard with users who have the roles you specify. Specify your own role to the dashboard for your access after it is created.
  5. Click Add to create the dashboard.

    The new dashboard appears in the dashboard menu and is selected. The rest of the window is blank, because a new dashboard has no dash items.

  6. Do the following steps and add dash items:
    1. Click Show Library from the Dashboard Administration menu.

      The Dashboard Library appears.

    2. Navigate the Library tree and locate the elements that you want to use on the dashboard.
    3. Drag the content elements to the place where you want them on the dashboard.

      The elements become the dash items. Adjust the size of the dash items as needed.

  7. Set the properties of the dash items by clicking the Edit (pencil) icon on the dash item heading.

    Note: To delete a dash item from the dashboard, click the Delete (X) icon on the dash item heading.

  8. Click Save Layout.

    The Catalog system saves the dashboard layout.

You have added the new dashboard and enabled the Service Delivery Manager to generate or view reports.