Customizing Dashboards

You can now customize the Dashboard home page according to your requirement. Apart from the canned dashboards, such as Help desk, Asset, Change, Problem, Project, and Software, that are available in the Dashboard home page, you can add new dashboards, add new widgets, organize widgets, and edit/delete widgets. 

Quick Links

• Add Dashboard
• Applying Filters
• View Summary of items in Dashboard
• Group Widgets
• Add URL Widgets
• Edit the Dashboard

Adding Dashboard

You can create a new dashboard to display data across the Help Desk, Assets, and Changes modules in one place. You can add widgets of the modules into the dashboard. By adding URL widgets to the dashboard, you can make the organization's intranet and resource pages accessible from the dashboard. 

To add a new dashboard,

• Go to Home >> Dashboard.
• Click  
• Enter a name and description for the dashboard. Select the Executive Dashboard check box to create a new executive dashboard. Click here to know more.
• Click Customize to personalize the layout. You can select the number of columns, accessibility and widgets to add to your dashboard.
• Set the accessibility for the dashboard as Private or Public.
• Click Update Layout.

Private dashboards will be visible only to you and are listed under the My Dashboards category whereas public dashboards will be visible to everyone and are listed under the Canned Dashboard category.

Executive Dashboard

Executive dashboard can be exclusively shared with select users and user groups. Executive dashboards contain only request widgets and URL widgets.

• After you have selected the Executive Dashboard check box, you can create the dashboard to be shared with both technicians and requesters. 

• Click Customize to select the dashboard's privacy settings: Private or Shared. To select users/user groups to share the dashboard, select Shared.

• Click the add participants drop down to select the users/user groups.

• Select the request widgets and the URL widgets that you want to add to the dashboard.

Executive dashboards will be listed in a separate section under the dashboard drop down. Technicians can view the Executive Dashboard section only if at least one executive dashboard is shared with them.

You can change chart type in widgets by clicking the Chart Type icon.

• Click  icon to save the dashboard

You can add dashboards to favorites. Click the dashboards drop-down and click on the star icon to add a dashboard to favorites.

Click the  icon on the dashboards drop-down menu to pin your favorite dashboards as quick links on the toolbar. This will be useful for instant navigation between different dashboards. The pinned dashboards are indicated by the favorites icon . You can expand/contract the pinned view by clicking the favorites icon.

Applying Filters

You can apply filters to dashboards to view information specific to sites or groups. You can apply the filters only to the specific dashboard or apply to all dashboards.

To apply a filter,

1. Click the filters drop-down on the top-left.

2. Select your preferred site and group. The groups are listed as sub-lists of sites. You can choose specific groups, all groups, or not in any group option for any site from the Group combo box.

3. Finally, click Apply.

View Summary of items in Dashboard

On the dashboard, click any graph value to view a summary of items under it. The actionable details pop-up opens listing the number of items as cards under the selected criteria on the left panel. Click the card to view its details.

All the features or functionalities available in the details page of a request, change, problem, project, asset, contract, or release are present in the pop-up summary displayed. In the left panel, you can pick up items to work on them or assign them to other technicians in bulk. Select the checkbox beside item on the left panel and click Pick Up/Assign. 

You can go to the list view of the module where the item is present by clicking Go to List View on the top right corner of the pop-up.. Based on the criteria selected and the applied value, the items in the module will be filtered as displayed. For example, if you are viewing a request of Priority 'Medium', you will be taken to a list view where the requests will be filtered to display only requests of medium priority. 

Editing the dashboard

The dashboard features an edit option. It allows you to add, organize, delete widgets, or change the column count.  

• Hover the dashboard title and click the  icon.
• You can choose new widgets by clicking Customize.
• You can remove existing widgets by clicking the  icon. 
• You can move widgets to a new position by dragging and dropping them.  

• You can also resize the widgets by dragging the  arrow in the widget.

• To delete the public/ private dashboards, hover over the dashboard and click the delete icon.

Grouping widgets

Several widgets can be grouped under a single widget so that more widgets can be accommodated under a single dashboard. 

To group widgets under a single widget, 

• Hover the dashboard title and click the  icon. 
• Select a widget in which you want to group widgets and click  to turn on Group widgets. 
• Choose the widgets to be grouped by clicking . 

• Click  icon to finish grouping.

A maximum of 10 widgets can be grouped under a single widget. 

Adding URL Widgets

• If you want to link resource pages to the dashboard, you can do that by adding the URL widgets. 
• To add a new URL widget, click New URL Widget under Customize.  
• Fill up the required fields.
• You can hide/show the widget header by choosing the respective options.
• You can also set the accessibility for the widget by choosing Private or Public option. 
• Click Add URL Widget. The widget will be added to the dashboard.