How To Create A Dashboard View

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How-to — task-oriented recipe.

Welcome to Affinity Analytics! We’re excited to help you track your team’s performance and activity. To begin, we’ll start off with the dashboard view, the area where you’ll be accessing Affinity Analytics. You can also follow step-by-step instructions below:

1. Click into the list that you’d like to create a dashboard view within.
2. Click the + icon to create a new dashboard view.

Note: If you don’t see this option below, you have been assigned a Viewer role and not the Creator role (generally assigned to Admins only). You can ask an admin on your team to create the dashboard view for you or ask them to send an email to [e-mail], requesting you to be given the Creator role as well.

3. Once you’re done, feel free to check out how to create and edit tiles within your dashboard view.