Create a Dashboard Page

When you create an application from scratch and open it for the first time, QuickBase displays a default Dashboard page that contains a list of reports on the left side of the page and an Info box that contains information about the application on the right side.

You can get a lot more out of your application's home page than that. Customize the Dashboard to provide your users with quick access to the information they need. You choose which reports or information to display. You can even create different dashboards for different kinds of users. For example, maybe your sales staff would like to see their current opportunities and a schedule of the day's calls, while your service staff needs to see a list of open customer support issues. To do so, you'd create the pages, then associate each Dashboard page with a role.  

Tip: If users will be accessing the application on mobile devices, read tips for creating mobile-friendly application Dashboards.

To create a Dashboard page:

  1. Select Customize > Application and click the Pages tab.

  2. Click New page.

  3. In the dialog box that displays, select Dashboard, and click Create.

    The Edit Dashboard page opens.

  4. In the Page Name box, type a name for the Dashboard page.

    This name helps you identify the page later when you'll want to edit, copy or delete it.

  5. Customize the page.

  6. To see what your dashboard page looks like, click Preview. When you are satisfied with the results, click Save & Done to return to the Pages tab.

Related Topics

 

This page refers to an older version of QuickBase. Online help is now located at http://www.quickbase.com/user-assistance/default.html.

 

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