Create a new dashboard
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To create a new dashboard, click on File to go to the backstage section and select Dashboard.
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Choose on top, which records to be included in this export:
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Use all records This will use all records in the current table view.
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Use selected records only This will take only the selected records in the current table view (with the Shift or Ctrl keys pressed for multiple selection).
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Select Create a new dashboard.
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Select the fields to be included in the new dashboard and click Next.Note that if a main branch is selected, all fields belonging to this branch will be selected.
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Enter a description (optional) and click Next and Finish.
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The dashboard designer will be opened and the dashboard can be created/edited. For more information, see Dashboard designer.