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My Dashboards

My Dashboards provides each Service Manager user with a personal dashboard. My Dashboards display charts that have been created against Views to provide a visual perspective of the requests and information that is most important and relevant to each user along with the to ability drill down to the requests that make up each chart.

Creating content for My Dashboards

My Dashboards is made up of charts that are defined against Views that contain criteria to define sets of related requests for display within your request list. Once a chart has been created for a View, it can be enabled for display in My Dashboards. It is possible to define one or multiple charts against each View you have defined.

Please see the following links on how to define and manage Views and Charts.

Managing My Dashboards

Once you have one or more charts defined against one or more Views you can access these charts on My Dashboards by clicking on the the graph icon in the request list toolbar.

My Dashboards button

Tip

Each dashboard allows for up to 9 charts to be displayed on one page before paging becomes available. As an alternative to paging within a single dashboard, charts can be moved to a different or new dashboard.

  • Visibility
    Charts are only visible on a dashboard if they have been marked as visible (Configurable from within the charts tab on the Views Configuration).
  • Moving
    Charts can be moved around a dashboard by selecting the ‘move’ icon on the chart you wish to move, and then dragging and dropping the chart into the desired location.
  • Size
    Each Chart can have its size changed to provide the best fit for the data being displayed. When you place your mouse over any chart, a drop-down option is available to select a small, medium or large layout.

Adding a new dashboard

My Dashboards has a single default dashboard called Charts. By clicking on the + button, additional dashboards can be added. Each new dashboard can be named and used to group related charts.

My Dashbards

Moving Charts between dashboards

From any dashboard, a chart’s properties can be opened and the dashboard where the chart will be displayed can be selected.

  1. Click on the edit (pencil) icon on the chart.
  2. In the Dashboard section select a dashboard where the chart will be displayed. Optionally create a new dashboard if a suitable dashboard hasn’t been created yet.

Moving Charts between dashboards

Dashboard options

When a dashboard has been selected, there are three options available in the top right of the dashboard view.

Dashboard options

  • Edit the selected dashboard. Select the dashboard that you want to modify and then click on the pencil icon to change the name and description of the dashboard.
  • Deleting a dashboard. Select the dashboard that you want to delete, and then click on the delete button. All charts belonging to a dashboard that is being deleted will be automatically changed to the default Chart dashboard.
  • Configure dashboards. This option applies to all dashboards. There are two settings for dashboard configuration.
    • Order. The order that dashboards are displayed in.
    • Default Dashboard. The dashboard to display when opening My Dashboards.

Drill down data

On each chart some areas can be selected to access the requests that make up either the entire chart or one particular segment. When you drill down on a chart the associated requests will be displayed in the request list.

  • Chart Title
    View the entire data set of the chart by clicking on the chart title.
  • Chart Segment
    Clicking on an individual segment of a chart (Pie, Bar, line etc) will take you back to the request list and display the requests that make up that segment.
  • Return to My Dashboard
    Clicking on the x next to the visible filter or clicking on the My Dashboard icon will return you to My Dashboard.
  • Clearing the Drill Down List
    To clear the drill down list and remain on the request list, select any of the filter icons, view options, or the home icon.
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