Panels

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1. At the top of the Panel that you want to remove, click the drop-down menu indicator. The drop-down menu displays.

2. From the drop-down menu, choose Delete to delete the Panel.

• The Panel is immediately removed from your dashboard.

If this is a shared dashboard, the Panel is removed for all users who access the shared dashboard, as well.

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1. Within the Panel you want to refresh, in the top-right corner, click the drop-down menu indicator.

• The drop-down menu displays.

2. Choose the Refresh option from the drop-down menu.

• The Panel will refresh and then display the most up to date information available.

Information drawn from a data warehouse is as up to date as indicated by the time stamp.

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2. Drag the Panel to its desired location.

A dotted outline indicates where the Panel will be placed as you drag the Panel along the dashboard.

3. Release and the Panel will automatically align itself into its new position.

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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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1. At the top of the Panel that you want to edit, click on the Settings icon . Panel settings are displayed.

2. Configure Panel Settings as desired:

• Adjust the Number of rows to show using the arrow buttons.
• Adjust the Filter by settings using the radio button to inidate whether All or Mine criteria should be displayed.
• Configure which columns are displayed in the Panel by clicking the Add icon for desired columns in the Available Columns field.
• Remove columns from being displayed in the Panel by clicking the Minus icon for columns no longer desired in the Displayed Columns field.
• To change the order in which columns are displayed, click-and-hold the arrow icon and drag-and-drop the column into its desired position.
• Select which column that Panel data is sorted by using the Sort By drop-down menu.
• Set the direction in which Panel data is sorted using the Sort Direction radio buttons to indicate whether Ascending or Descending order is preferred. 

Ascending order sorts data from lowest to oldest to newest, least to greatest, and A to Z. Descending order sorts data from newest to oldest, greatest to least, and Z to A. 

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

Not all Panels are configurable, and not all configurable Panels have all of the configuration options described. Configuration options are dependent upon the type of data that is displayed in each specific Panel.

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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.

• The Administration page is displayed.

2. Click the Configure Panels button.

• The Panel Configuration screen will display.

3. Click the Add New Panel Definition button.

• The New Panel Definition screen will display.  

4. From the Panel Type drop down, select Data Table.

• New fields will display: Type and View.

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.

The New Panel Definition will be available for Dashboards once created. On your Dashboard, when you Add New Panel , the created panel will appear in the Panel Library under the Categories assigned to it.

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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.

• The Administration page is displayed.

2. Click Data Table Views.

• The Configure Data Table Views page is displayed.

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

. If there are no Custom Table Views, a warning will display indicating no filters exist.

5. Click the Add View button.

• The Create Custom View page for selected data table will display.

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.

• Selecting All will make the table available in all locations.
• Selecting Organization-Wide will make the table available to all users within an organization.
• Selecting Prospect Records will make the table available for prospects records.

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.

An error message will display if there are broken and/or open tags.

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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1. From the drop-down user menu, click Administration.

• The Administration page is displayed.

2. Click the Configure Panels button.

• The Panel Configuration screen will display.

3. Click the Add New Panel Definition button.

• The New Panel Definition screen will display.  

4. From the Panel Type drop down, select Report.

• New fields will display: Report Path and Layout Strategy.

5. Select the Report Path from the drop-down menu.

The drop-down menu only shows reports present in the "/Panels" folder in the report repository which you have permissions to view. Alternatively, you can copy and paste the path of the report into the Report Path field in ClearView CRM. To find the Report Path In the report repository, right click the report and click properties. The path is displayed on the new window.

• Select a Layout Strategy for your report, Centered, Fit to Width, Left or Right.

6. Enter a name for your panel in the Name field.

7. Enter a description for the panel in the Description field.

8. 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.

9. Click Save to keep your settings, or Cancel to return to the previous screen.

10. When saved, the new panel will be displayed on the Panel Configuration screen.

The New Panel Definition will be available for Dashboards once created. On your Dashboard, when you Add New Panel , the created panel will appear in the Panel Library under the Categories assigned to it.

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•  The Administration page is displayed.

2. Click the Configure Panels button.

• The Panel Configuration screen will display.

3. Click the Add New Panel Definition button.

• The New Panel Definition screen will display.

4. From the Panel Type drop down, select Custom Content

• A new field displays: Content Definition.
  

5. Select the Content Definition to display on the panel.

6. Enter a name for your panel in the Name field.

7. Enter a description for the panel in the Description field.

8. 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.

9. Click Save to keep your settings, or Cancel to return to the previous screen.

10. When saved, the new panel will be displayed on the Panel Configuration screen.

The New Panel Definition will be available for Dashboards once created. On your Dashboard, when you Add New Panel , the created panel will appear in the Panel Library under the Categories assigned to it.

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