Published at October 27th, 2025 • Last updated 7 days ago

Dashboard: Manage dashboard

The dashboard enables you to gather an overview of current data using widgets. A dashboards can be used as a template for others to use, or shared among colleagues.

 

Depending on your version of Pure and the modules available at your institution, you may not have access to the full widget/dashboard functionality.

 

You can access dashboards from the Dashboard tab in the Pure top navigation, where one or more dashboards may be present.

An example dashboard

Adjusting the dashboard

Depending on your role and the access rights to dashboards, you can adjust aspects of the dashboard, such as:

  • the organizational units the widgets reflect.
  • the time frame the widgets cover.
Adjusting the time frame for widgets on dashboard.

Creating a new dashboard

You can either create a new dashboard from scratch, or start from an existing dashboard as a template.

If you start from an existing template, the existing widgets and settings are copied to your new dashboard. You can then customize the dashboard as you like.

Creating a new dashboard in a multilingual instance of Pure.


Dashboard settings

Each dashboard has some settings used to control the layout and any restrictions on access/edit rights.

Click Settings to open the dashboard settings for the current dashboard.

Settings for an individual dashboard.

To open the dashboard overview, click the name of the current dashboard in the top-left corner of the Dashboard tab, then click Maintain dashboards and widgets...

 

Sharing a dashboard

You can configure access to dashboards from the dashboard settings in the Access section.

Access level Description
Personal The dashboard configuration is only accessible to you.
Template

The dashboard can be selected in the New from template... section when creating a new dashboard.

After a new dashboard is created from this dashboard, any further changes to this dashboard do not affect the new dashboard.
Fixed

The dashboard can be selected in the Copy of existing... section when creating a new dashboard.

Any changes you make to this dashboard are also available in copies of the dashboard after they have been created.
If you select the access levels Template or Fixed, the Roles with access section is shown. Select the roles you want to grant access to, then click Save to give access to users with these roles. 

 

Creating a new dashboard from others with Template access (New from template...) and Fixed access (Copy of existing...).

 

Dashboard overview

From the Dashboard overview you can see an overview of all current dashboards, including their sharing, widget and access information. For each widget you can see the content type, access details and settings.

Expand the items to see more information and click on each item to open the settings for the item.

Dashboard overview: Summary of dashboards and widgets.

 

 

 

 

 

 

 

Was this article helpful?

Related articles