Create custom dashboards

Overview

Dashboard templates give clients a jumping off point to create their own custom dashboard. Each of these templates is based on best practices and recommendations from our consulting team and represents either a persona or a use case.

Available templates:

By persona: Conference, Course Owner, Executive, Instructor, Instructor Manager, L&D / Operations.

By use case: ILT vs Online Training.

After creating the dashboard, clients can delete, add and modify the widgets to suit their own needs.

Step-by-step instructions

Create a custom dashboard from My Dashboards

1. Navigate to Reporting > Reporting
2. Select Dashboard.

3. Click Create new dashboard

or

4. If you already have dashboards displayed on your screen, click on the Create Dashboard Button.

5. Enter a title for your new dashboard.
6. Select Start New
7. Click Next

8. Click Create widget to start assembling your dashboard.

9. In the Create new widget pop-up window, select a metric from Metric Type drop-down list to display in your dashboard.
10. Each Metric Type is associated with specific visual displays which will be highlighted in the pop-up window. In this example, the visual displays available for Estimated Performance Improvement are Ranking, Card and Trend. Select one of the highlighted widget.
11. Click Next

12. In the Configure widget pop-up window, review and set each filter. For example, by clicking on the Date Range, you can select to display Last 30, 60 or 90 days, months, quarters or a custom date range of data.
13. When you have set all of the widget filters, click Apply.

14. To add another widget, click the Create Widget button.
15. Then repeat steps 9 to 13 to select and configure additional widgets.

Create a custom dashboard using the “Reporting Quick Link”

1. Navigate to MTM Homepage> Reporting Quick Links
2. Select Create Dashboard

Follow steps 3 to 15 listed in the section Create a custom dashboard from My Dashboard above to create your custom dashboard.