# Manage Workbench Dashboards _Workbench Dashboards_ display data in components for _Workbench Reports_ that depend on the same _Principal View_. Using tabs, you can visualize datasets in groups. You can customize _Workbench Dashboards_ and apply dashboard filters to refine Safety Workbench data for analysis. After running the _Workbench Dashboard_ the first time, it will run automatically upon loading the page. After the _Workbench Dashboard_ runs, you can export each _Workbench Dashboard Component_ in CSV format.
## Create Workbench Dashboards 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. You can switch between tabs to compare data.
To create a _Workbench Dashboard_: 1. Navigate to **Workbench > Dashboards**. 2. Select **Create**. 3. In the _Create New Workbench Dashboard_ window: 1. Enter a **Name** and an optional 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 a **Tab**. 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 visualize data in chart format: 1. Enter a **Name**. 2. Select a **View**. If a component already exists on the dashboard, the drop-down displays only views that share the same _Principal View_. This _Principal View_ defines the available [dashboard filters][1]. 3. Select a **Tab**. 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 only displays links for _Object_ and _MedDRA_ field types. 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. \ If you do not have access to dashboard tabs, contact your Admin to grant you the necessary permissions. 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 added components in the active tab. Saving the _Workbench Dashboard_ saves any changes made to all tabs. For the appropriate data, Vault may display a _Grand Total_ row at the bottom of the dashboard table, if configured by your Admin. To ensure the _Workbench Dashboard_ finishes running, avoid the following actions until the run is complete:  * Selecting **Apply** to add new filters to the dashboard. * Switching to another dashboard tab. * Leaving the dashboard page using the back button. ## Use Workbench Dashboard Filters To learn more about _Workbench Dashboard_ filter capabilities, see Use Workbench Dashboard Filters. ## Customize Dashboards In edit mode, you can customize a _Workbench Dashboard_ in the following ways: * Beside a component, select the **Edit** (saf-edit-icon) icon to: * Rename the component * Edit the fields for which you want to generate data. * Move the component to a different tab. * 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 (3) 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_. ## How to Copy Dashboards When you copy a _Workbench Dashboard_, Vault copies all tabs and components to the new dashboard. To copy a dashboard: 1. From the _Dashboards_ tab or from inside a specific dashboard, select the **All Actions** menu for the dashboard you want to copy and select **Copy Record**. 2. In the _Make a Copy_ window, enter a **Name** and (optional) **Description** for the new dashboard. 3. Select **Continue**. After you have copied the dashboard, make any necessary edits to the new dashboard. When finished, select **Save** or **Save & Run**. ## Export Dashboard Components {#export-components} In view mode, you can export the _Workbench Dashboard Components_ in CSV format. To do this: 1. For a dashboard component, select the **Export to CSV** (export-dashboard-to-csv-icon) icon.\ Vault sends a notification and an email when the CSV file generation is complete. 2. From the email or notification, select **Download CSV**. The CSV file has the following attributes: * Vault names the file using a combination of the dashboard name, component name, and the time at which the CSV was generated. * Unlike for dashboard component tables, there is no limit to the number of rows (_Case_ data) returned in the CSV output. * Vault returns results using the dashboard's filters. * Vault orders the data based on the sorting logic.
## Generate & Run Reports from Dashboard Components {#run-reports} In view mode, you can save a copy of any _Workbench Dashboard_ table chart as a _Workbench Report_. To do this:  1. On a dashboard component, select the **Generate and Run Report** (generate-run-report-icon) icon. \ Vault sends a notification and an email when report generation is complete. 2. From the email or notification, select the link to the report. You can also navigate to the report from the **Workbench > Ad Hoc Reports** tab. The _Workbench Report_ has the following attributes:  * Vault names the report using a combination of the dashboard and component name.  * Vault creates the report using the dashboard filters, _Workbench Case Series_ or _Signal Case Series_, and component view and layout.  After you select the _Generate and Run Report_ action on a component, the action becomes unavailable until you apply new filters or exit the page's view mode. The _Generate and Run Report_ action generates both an Excel and CSV file. If the component's safety view is _Case_ series-enabled, Vault will also create a new _Workbench Case Series_. 
[1]: #use-workbench-dashboard-filters [2]: #customize-dashboards