Snapshot
About panelsDashboards 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 act as portals to full records.
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 one dashboard dedicated to to-do style action panels.
You can Manage Dashboards through Application Settings.
Data for some panels is generated from the data warehouse. Data is up to date as of the panel’s time stamp. If no prospect records themselves have been updated in the data warehouse for which the panel relies on, an error message will display indicating as such. Panels can be organized and configured in a way that best supports your own responsibilities. The options are limitless, giving you the power to customize your workspace to meet your own optimal productivity needs.
You can create custom panels to directly suit the needs of your organization. However, Custom Panel Configuration is an Advanced Feature reserved for ClearView Administrators. For assistance with configuring new custom panels, please contact Client Solutions.
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Steps
How to use panels
To remove a panel from a dashboard
To refresh a panel within a dashboard
To move a panel around a dashboard
To edit a panel within a dashboard
To configure panel settings within a dashboard
To add a panel to a dashboard:
1. While on the dashboard that you want to add the Panel to, click the Add Panel button toward the top-right of the dashboard.
A dashboard with no existing Panels will display a message indicating that you have not yet set up any Panels along with an Add Panel button that you may use to begin.
2. Examine Panel choices within the Add Panel library window:
4. Click Go to display results. 5. Choose a Panel and click its associated Add Now button to display it on the dashboard or click the Cancel link to return to the dashboard page without making any changes. Some Panels require settings configuration before the Panel can be added to your dashboard.
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To remove a panel from a dashboard:
To refresh a panel within a dashboard:
1. Within the Panel you want to refresh, in the top-right corner, click the drop-down menu indicator.
2. Choose the Refresh option from the drop-down menu.
Information drawn from a data warehouse is as up to date as indicated by the time stamp.
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To move a panel around a dashboard:
To edit a panel within a dashboard:
1. At the top of the Panel that you want to edit, click on the settings icon. Panel settings are displayed. 2. Edit the settings of the Panel as desired. 3. Click the Save button to save your changes or the Cancel link to return to the dashboard page without making any changes.
Use Manage Dashboards in Application Settings to organize the way you view Panels in multiple ways for different purposes; save multiple dashboard, build them as desired, and toggle back and forth as needed.
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To configure panel settings within a dashboard:
Advanced Features
How to use dashboard administration advanced features
To configure a custom panel for data tables
To create a custom view for data table panels
To configure a custom panel for reports
To configure a custom panel for custom content definitions
To configure a custom panel for data tables:
Prior to creating a Custom Panel for data tables, a custom view is required. Custom View creation is reccomended for advanced users with a basic working knowledge of XML coding. If you need help configuring a custom view, please contact Client Solutions.
1. From the drop-down user menu, click Administration. 2. Click the Configure Panels button. 3. Click the Add New Panel Definition button. 4. From the Panel Type drop down, select Data Table. 5. Select the data table configuration Type. 6. Select the View you would like displayed on the Panel. 7. Enter a name for your panel in the Name field. 8. Enter a description for the panel in the Description field. 9. Select the fields you would like Custom Panel View to be assigned to in the Available Categories list by clicking the green plus button. To unassign a category from the Custom Panel View, you can remove it from the Selected Categories list by click the red minus icon.
10. Click Save to keep your settings, or Cancel to return to the previous screen. 11. When saved, the new panel will be displayed on the Panel Configuration screen. |
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To create a custom view for data table panels:
This is recommended for advanced users with a basic working knowledge of XML coding. If you are inexperienced with XML, configuring a custom panel based on a custom data table view using this method is not advised without support from Client Solutions.
1. From the drop-down user menu, click Administration
2. Click Data Table Views.
3. Select a data table you wish to create a new table view for by using the data table drop-down menu. The table view will be created within the selected table.
4. Click the Custom Views tab. If there are existing Custom Table Views associated with the selected table, they will be displayed on the tab
5. Click the Add View button. 6. Enter a name for your table view in the Name field. 7. Select where the table view will be accessible using the Location drop-down menu.
The Locations displayed on the drop-down menu may differ between data tables. All, Organization-Wide, and Prospect Records are the most common locations available to data tables, however, additional locations may appear.
8. Using XML coding, you can begin setting the filters for your table view as desired. A reference guide for XML tags can be found on the SofTrek Reference tab and the Query Filter Reference Guide.
9. Click the Verify link to ensure your code is complete. 10. Click Save to keep your settings or Cancel to return to the previous screen Once saved, the new table view will be displayed on the Custom View tab within the data table associated with it.
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To configure a custom panel for reports:
To configure a custom panel for custom content definition:
Glossary terms:dashboard, data warehouse, prospect, panel, settings - application, |
Related articles:Administration: Dashboard Administration |
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Personalization privileges of configurable features can vary by user or role, and are determined by your organization. If you have questions about your user permissions, contact your administrator.