Workspace-level dashboards

The guide demonstrates how to create an Insights dashboard at the workspace-level. Refer to the Create a Workflow apps dashboard to learn how to create a dashboard within a Workflow app.

Create a workspace dashboard

Complete the following steps to create a workspace-level dashboard:

1

Go to Platform > Insights in Workato using the side navigation bar.

2

Click + (plus) to create a new dashboard.

Create a new dashboard

3

Name your dashboard.

4

Choose a template to use as the basis of your dashboard. The following options are available:

• Workspace overview
• Project overview
• Blank

Workspace overview template

Project overview template

Select a project to load a dynamic preview of the template.

Blank template

5

Customize your dashboard by dragging and dropping components and editing chart data.

Add components to your dashboard