Creating a Dashboard

You can create as many dashboards as you need to. Also, after you add a dashboard, you can change its layout and settings at any time by customizing it. See Customizing a Dashboard.

If you would like Insite to create a dashboard for you with predefined, customizable widgets, see Creating a Dynamic Dashboard.

  1. In the Navigation Panel, clicktapThe dashboards icon. Dashboards. If the menu is hidden, hover over the Navigation Panel to expand it.

  2. ClickTap Add Dashboard on the Dashboards page.

  3. In the resulting panel, type a unique Name.

  4. Type a Description.

  5. Select a Color Theme. This theme will apply to all widgets on this dashboard.

    NOTE: You can override this setting for an individual widget. See Working with Widgets for details.

  6. In the Time section, toggle Auto-Refresh On or Off and enter the amount of minutes between automatic dashboard refresh.The default setting is 5 minutes.

  7. Toggle Business Hours On or Off to define the business hours. If left turned off, this dashboard operates on a 24x7 basis.

  8. Choose a Default Time Range. Choices are:

    • Last 60 Min
    • Last 24 Hours
    • Today
    • Today (Business Hours)
    • Yesterday
    • Yesterday (Business Hours)
    • Last 3 days
    • This Week
    • Past Week
    • This Month
    • Past Month
    • Last 6 Months
    • Last 12 Months
    • This Year
    • Past Year

  9. Toggle Compare With Previous Period On or Off to specify whether or not you want to view the data for a previous period alongside the current period data within Graph and Key Indicator widgets.

    NOTE: You can override this setting within the Settings Tabs section of created Graph or Key Indicator widgets.

  10. In the Edit Rights section, select from a list of Users to allow others to edit this dashboard. See Dashboard Edit Rights for more information.

  11. Select from a list of Groups to allow others to edit this dashboard.

  12. In the Share With section, select from a list of Users to allow others to view this dashboard.

  13. Select from a list of Groups to allow others to view this dashboard.

  14. ClickTap the Guest button to "On" to allow users who log on with the Guest profile to see this dashboard. The only thing Guest users can do is view dashboards marked as Guest. For more on the Guest profile, see Authentication.

  15. ClickTap Save.

  16. Hover over the dashboard with Edit Mode set to On. You have the option of manually splitting your dashboard into widget panes by using the arrow icons OR you can click the Select Quick Layout button to select a predefined widget panel layout.

You are now ready to add widgets and widget groups to your dashboard. See the user guide for your product or products for instructions on how to customize and use widgets.

 

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