**Source URL:** https://safety.veevavault.help/en/lr/1176844/

# Configure Workbench Dashboards

_Workbench Dashboards_ allow you to visualize data for _Workbench Reports_ that depend on the same _Principal View_. You can configure _Workbench Dashboards_ in the following ways: 
* [Create][1] _Workbench Dashboards_
* [Customize][2] _Workbench Dashboards_
* [Copy][3] _Workbench Dashboards_

**Note**: Once a _Workbench Dashboard_ is associated with a _Principal View_ (either directly or through _Dependent Views_), we do not recommend updating the _Principal View_. If you update the associated _Principal View_, Vault clears the filters for all users and you must run the dashboard again to display data.

## Create Dashboards {#create}

A _Workbench Dashboard_ can include up to 50 tabs, each with up to nine components. A component is similar to a _Workbench Report_ and displays data. The tab you are currently viewing is the active tab.

**Note**: After saving a _Workbench Dashboard_, you cannot change the view for any _Workbench Dashboard Component_.

To create a _Workbench Dashboard_:

1. Navigate to the **Dashboards** tab.
2. Select **Create**.
3. In the _Create New Workbench Dashboard_ window:
   1. Enter a _Name_ and _Description_.
   2. Select **Continue**. \
   Vault creates a dashboard with a _Default_ tab. 
4. Add up to nine components to display in each dashboard tab:
    1. Optional: Select **Add Component** and in the _Add New Component_ window, add user guidance by creating a text component: 
        1. Enter a _Name_.
        2. Select the **Tab** in which the component appears. This field defaults to the tab you are currently editing, but you can move the component by selecting a different tab.
        3. From the **Component Type** drop-down, select **Text**.
        4. In the text field that appears, enter user guidance, tips and reminders, or other information according to your business needs.
   2. Select **Add Component** and in the _Add New Component_ window, complete the following information to create a table component for visualizing data in chart format:
      1. Enter a _Name_.
      2. Select a **View**. If a table component already exists on the dashboard, the drop-down displays only views that share the same _Principal View_. This _Principal View_ defines the available filters on the _Workbench Dashboard_.
      3. Select the **Tab** in which the component appears. This field defaults to the tab you are currently editing, but you can move the component by selecting a different tab.
      4. From the **Component Type** drop-down, select **Table**.
      5. {: #select-fields} In the _Layout_, select fields to display for this component and set column aliases as needed, and then select **Confirm**. _Workbench Dashboard Components_ can reference up to five _Dynamic Views_ in the _Layout_.
      6. Sort data as needed. 
      7. To display fields as links to the respective Safety object record detail page from the _Workbench Dashboard Component_, select the **Show links** checkbox. Vault displays links for _Object_ and _MedDRA_ field types only.
   3. Select **Continue**.
5. Add tabs as needed:
   1. Select the **Plus** (+) icon next to the tabs row and enter a name for the tab.
   2. Optional: To rename existing tabs, hover over the tab name to select the **Actions** menu and then select **Rename**. You can also double-click the tab name.    
   3. Optional: To delete tabs, hover over the tab name to select the **Actions** menu and then select **Delete**. You cannot delete tabs that have components.
   4. Optional: To reorder tabs, drag and drop them. 
6. Optional: [Customize the dashboard][2].
7. Select **Save** to save the _Workbench Dashboard_ or **Save & Run** to save the _Workbench Dashboard_ and run all the components in the active tab. Saving the _Workbench Dashboard_ saves any changes made to all tabs.

To ensure the _Workbench Dashboard_ finishes running, avoid the following actions until the run completes: 
* Selecting **Apply** to add new filters to the dashboard
* Switching to another dashboard tab
* Leaving the dashboard page using the back button

## Customize Dashboards {#customize}

In edit mode, you can customize a _Workbench Dashboard_ in the following ways:
* Beside a component, select the **Edit** icon to:
    * Rename the component 
    * Move the component to a different tab.
    * Edit the fields for which you want to generate data from the _Layout_ section
* Select the **Delete** (saf-delete-trash-icon) icon to delete the component from the dashboard.
* Resize a component by selecting the arrow in the bottom right and dragging the component to the desired size.
* Organize the dashboard by dragging and dropping the components to rearrange them. Vault allows you to display up to three components in a row.

In view mode, you can customize the data overflow option for all _Workbench Dashboard Components_ by selecting the **Details** (details icon) icon and then selecting the **Edit** icon under the _Overflow_ section: 
* **Pagination**: Select this option to display data on separate pages for each _Workbench Dashboard Component_. For each component, Vault displays 1,000 rows per page. You can then select the **Next** (next icon) and **Previous** (previous icon) icons to navigate between pages.
* **Infinite Scroll**: Select this option to display all data on a single page for each _Workbench Dashboard Component_. You can then scroll down the page to view more data. 

Vault displays a maximum of 500,000 cases per _Workbench Dashboard Component_.

## Copy Dashboards {#copy}

When you copy a _Workbench Dashboard_, Vault copies all _Workbench Dashboard Tabs_ and _Workbench Dashboard Components_ to the new dashboard.

To copy a dashboard:
1. From the _Dashboards_ tab or from inside a specific _Workbench Dashboard_, select the **All Actions** menu for the dashboard you want to copy and then select **Copy Record**.
2. On the _Create Workbench Dashboard_ page, enter a _Name_ and _Description_ for the new dashboard.
3. Select **Continue**.
4. Make any necessary updates to the new _Workbench Dashboard_. 
5. When finished, select **Save** or **Save & Run**.

[1]: #create
[2]: #customize
[3]: #copy