Include dashboard pages on a site

After activating and republishing the site, the dashboard pages are ready to be used. You include the pages in the menu of the site or, for example, as a button in a banner.

A dashboard page always is a complete page, not a page part.

To include a dashboard page in the menu:

  1. Go to Site management.

    Ins_Sitebeheer opstarten (10)

  2. Click on: Menu in the Site frame.

    Ins_Menu-item toevoegen (15)

  3. Click on New after the appropriate menu option.
    • If you click on New at Home page, you add an option to the main menu of the site.
    • Click on New after a submenu to place the option in that menu.

    Ins_Menu-item wijzigen (05)

  4. Enter the name of the menu item and refer to an existing page.

  5. Click on: Next.
  6. Select the dashboard.

  7. Click on: Add.
  8. Close the menu.
  9. The new menu option is in the menu. The page must still be published (this takes a couple of minutes). After that the menu option is visible for users who are authorised to display the dashboard.

    Ins_Menu-item koppelen aan dossieritem (05)

Directly to

  1. Configure Profit BI
  2. Schedule tasks for Profit BI
  3. Activate dashboards in InSite
  4. Authorise dashboard pages in InSite
  5. Include dashboard pages on a site