Manage Dashboards

Create a Custom Dashboard

SAFE allows you to create Private and Global Dashboards.

• Private Dashboard: Visibility of this dashboard is restricted to you.
• Global Dashboard: It will be visible to all SAFE users.

To create a Custom Dashboard:

1. Navigate to Dashboards.
2. Click the drop-down arrow adjacent to the dashboard name.
3. Click the Add Dashboard option.
4. Enter a name for your dashboard.
5. Select a template from the drop-down.
6. SAFE enables the creation of dashboards using predefined templates, including one specifically designed for configuring an SEC Materiality Report.
7. Select the Blank Template option from the drop-down menu if you prefer to start with a blank canvas.
8. Click the Save button.
   
9. If you wish to restrict the visibility of this dashboard solely to yourself, mark the Make Private checkbox.
10. Click the +Add Widget button to include the necessary widgets for your dashboard. The system opens the Widget Library.
11. On the Widget Library page, select a Group and/or Risk Scenarios from the drop-down for a widget.
12. (Optional) You may name the widget or edit its existing name. The widget name can be up to 200 characters.
13. Click the Add button. The system notifies you of the successful addition of the widget.
14. Add multiple widgets based on your business requirements.
15. Click the Close button available on the bottom-left of the Widget Library page.Add Widget
16. Rearrange the widgets by dragging them to the desired positions.
17. Click the Save button. The system redirects you to the new dashboard you created.
    

View All Dashboard

1. Navigate to the Dashboards.
2. Click the drop-down arrow adjacent to the dashboard name.
3. Click the All Dashboard option. The system opens up the dashboard list page.
4. The system displays a list of all the dashboards. You can create a new dashboard and manage the existing dashboards from this page.
   

Star a Dashboard

To enhance your dashboard experience, you can mark certain dashboards as stars for quick access.
To Star a dashboard:

1. Go to the All Dashboard page.
2. Select the star icon next to the dashboard name.
3. The system will automatically mark it as a Starred Dashboard.

Manage Dashboard

Edit a Dashboard

To edit a dashboard:

1. Navigate to the Dashboard you want to edit. 
2. Click the Settings icon available at the top-right of the dashboard and click the Edit option.
3. Make the necessary changes to your dashboard.
4. Click the Save button. The system redirects you to the dashboard.
   

Delete a Dashboard

To delete a dashboard:

1. Navigate to the Dashboard you want to delete. 
2. Click the Settings icon available at the top-right of the dashboard and click the Delete option.
3. On the confirmation screen, click the OK button.

Duplicate a Dashboard

To duplicate a dashboard:

1. Navigate to the Dashboard you want to duplicate. 
2. Click the Settings icon available at the top-right of the dashboard and click the Duplicate option.
3. Enter a name for the dashboard and click the Duplicate button.

Download a Dashboard to PDF

1. Navigate to the dashboard you want to download.
2. Click the three-dot option available at the top-right of the dashboard and click the Download PDF option.
3. The system automatically downloads the dashboard in PDF format.

Download a Dashboard to PPT

1. Navigate to the dashboard you want to download.
2. Click the three-dot option available at the top-right of the dashboard and click the Download PPT option.
3. The system automatically downloads the dashboard in PDF format.