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My Dashboard

My Dashboard provides each Service Manager user with a personal dashboard. My Dashboard displays charts that have been created against Views providing 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 Dashboard

My Dashboard is made up of charts which 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 on the My Dashboard. 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 Dashboard

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

  • Visibility
    Charts are only visible on My Dashboard if they have been marked as visible (Configurable from within the charts tab on the Views Configuration).
  • Moving
    Charts can be moved around My 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.

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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