How to create a new dashboard view
Welcome to Affinity Analytics! We're excited to walk you through a series of videos to help you track important metrics within Affinity. To begin, we'll start off with the dashboard view, the main area where you'll be leveraging Affinity Analytics.
Feel free to follow these step-by-step instructions below:
- Click into the list that you'd like to create a dashboard view within.
- 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 firstname.lastname@example.org, requesting you to be given the Creator role as well.
Once you're done, feel free to check out how to create and edit tiles within your dashboard view.