Dashboards

Snapshot
Steps

Snapshot

About dashboards

Dashboards are workspaces that display the information that is most important to you and to your various duties. They are a place where you can “pin-up” information, in a manner of speaking, like to-do lists, graphs, and other data formats.

Dashboards allow you to receive notifications, see key lists of items, and review summary charts and graphs. Think of your primary dashboard as a way to design your own homepage. Create additional dashboards that focus on specific topics, tasks, or types of data.

Your organization may choose to set default homepage for users: either everyone or on a role by role basis.

Dashboards are organized into panels. Panels are like mini-reports, displaying at-a-glance information on a particular topic of interest, oftentimes related to a certain type of record. Data-driven panels are intended to offer a quick glimpse of the numbers, with some providing access to more detailed records. Task-oriented panels display synopsis information that acts as a portal to full records.

Your organization may choose to configure one or more dashboards and share them with users: either everyone or on a role by role or user by user basis.

Multiple dashboards can be created, which allows you to toggle back and forth between different arrangements of panels. For example, you could have one dashboard dedicated to graph-style giving panels, and another housing to-do style action panels.

You can manage your dashboards through Application Settings.

Copy a dashboard when you want to configure one that you do not have permission to directly change, such as a dashboard that has been shared with you by your organization’s administration. Copying is also a handy way to make duplicates of dashboards that you have created for which you want a slightly altered version, but still want to retain parts of the original.

Dashboards can be organized and configured in a way that best supports your own responsibilities. The possibilities are vast, giving you the power to customize your workspace to meet your own optimal productivity goals.

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Steps

How to use dashboards

To create your first dashboard

To go to your home dashboard

To toggle between dashboards

To edit the layout of a dashboard

To make a copy of a dashboard

To create your first dashboard:

1. In the middle of the screen, click the Create New Dashboard link.

The dashboard Settings - New Dashboard page displays.

2. In the Name field, type a name for your dashboard as desired.

Dashboard names are limited to 70 characters.

3. Click the Save button to save your changes or the Cancel link to return to the Dashboard page without making any changes.

The Manage Dashboards page displays, showing your new dashboard in the list.
Visit your new dashboard by clicking its name link in the Name column.

Your first dashboard is automatically defaulted as your Home dashboard.

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To go to your home dashboard:

1. On the Navigation Menu, click on the Home link.

The home dashboard displays on the screen.

You can Manage Dashboards and change which dashboard is your Home through Application Settings.

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To toggle between dashboards:

1. On the Navigation Menu, click the Dashboards drop-down indicator. 2. Select the dashboard you wish to view.

The chosen dashboard displays on the screen.

The Dashboards drop-down menu also provides access to Manage Dashboards settings at the bottom of the list.

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To edit the layout of a dashboard:

1. While on the dashboard for which you want to edit its layout, click the Edit Layout link toward the top-right of the dashboard.

The Edit Layout pop-up window displays.

2. Edit the dashboard layout as desired:

Select from One Column or Two Columns.

3. Click the Save button to save your changes or the Cancel link to return to the Dashboard page without making any changes.

You can Manage Dashboards, such as creating new dashboards and editing existing dashboard names, through Application Settings.

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To make a copy of a dashboard:

1. While on the dashboard that you want to copy, click the Copy link toward the top-right of the dashboard.

You can also make copies of dashboards using Manage Dashboards within Application Settings.

A copy of the dashboard will open immediately, renamed “Copy of (original dashboard name)” and ready for you to alter as desired.

You can Manage Dashboards, such as creating new dashboards and editing existing dashboard names, through Application Settings.

Organize the way you view panels in multiple ways for different purposes; save multiple dashboards, build them as desired, and toggle back and forth as needed.

When your organization provides you with a dashboard that you cannot edit, try making a copy of the dashboard and alter it to meet your own needs.

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Privileges to access features or to personalize configurable ones can vary by user, as well as by role, and are determined by your organization. If you have questions about your privilege settings, contact your administrator.