Working with Dashboards

Adding a Dashboard

1. In the Navigation Pane, clicktap Dashboards. If the menu is hidden, hover over the Navigation Pane 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. In the Time section, toggle Auto-Refresh On or Off and enter the amount of minutes between automatic dashboard refresh.
   

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

7. 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

8. 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 Advanced Settings section of created Graph or Key Indicator widgets.

9. In the Edit Rights section, select from a list of Users to allow others to edit this dashboard. For more information, see the HelpSystems Insite User Guide .

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

11. Select from a list of Users to allow others to view this dashboard.

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

13. 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 the HelpSystems Insite User Guide.

14. ClickTap Save.

15. 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.

After you create the dashboard, you need to add widgets to it.

Customizing a Dashboard

One easy way to customize a dashboard is to rearrange the widgets on it. However, keep in mind that if you're going to view this on a mobile device, the widgets will display in order by column (first, second, third).

To rearrange widgets:

1. Toggle Edit mode On when viewing your dashboard.
2. Hover over the widget you would like to move or split.
3. To split a widget, click on one of the arrow icons to split the widget pane in half in that direction.
4. To move a widget to a different pane, click on the Move icon. Then, click on the widget pane where you would like to move the widget. Note: If there is an existing widget in the target pane, that widget will be switched with the moving widget.

For other changes:

1. In the Navigation Pane, clicktap Dashboards. If the menu is hidden, hover over the Navigation Pane to expand it.

2. ClickTap the dashboard name.

3. Toggle Edit mode On.

4. Click the Edit button in the top left of the screen.

5. In the resulting panel, edit the Name.
   

6. Edit the Description.
   

7. In the Time section, toggle Auto-Refresh On or Off and enter the amount of minutes between automatic dashboard refresh.
   

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

9. Edit the Default Time Range.

10. 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 Advanced Settings section of created Graph or Key Indicator widgets.

11. In the Edit Rights section, select from a list of Users to allow others to edit this dashboard. For more information, see the HelpSystems Insite User Guide .

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

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

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

15. 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 the HelpSystems Insite User Guide.

16. ClickTap Save.

Note: You can only customize dashboards that you've created. Shared dashboards created by another user are view-only.

Deleting Dashboards

You can delete one or more dashboards; however, you can only delete dashboards that you've created. Shared dashboards created by another user are view-only.

1. In the Navigation Pane, clicktap Dashboards. If the menu is hidden, hover over the Navigation Pane to expand it.

2. Select (check) the dashboards to delete.

3. ClickTap Delete.

4. ClickTap Delete again to confirm.

5. ClickTap Save.