Configure Dashboards

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Overview

Once the Dashboard Group has been created and Widgets allowed, Dashboards can be configured for the Dashboard Group. Dashboards created here are available to each employee assigned to the Dashboard Group via the Dashboards menu option within the Dashboard applet. Each group can have multiple dashboards configured as Classic or Analytic.

Dashboards can be configured by clicking Configure Dashboards from the Dashboard Groups toolbar. From the dialogue that loads, you'll use the Dashboards pane (left-hand) pane to create, edit and/or remove dashboards available to the group.

Once a dashboard has been selected from the drop-down, widgets can be added to it and configured as appropriate.

Tutorials

Below are the basic steps for configuring Classic and Analytic Dashboards.

Classic Dashboards

1.	Click Configure Dashboards from the toolbar. The dialogue will load.

2.	Create a new Dashboard by clicking + from the Dashboards drop-down

3.	Select Classic Dashboard

4.	Add Widgets to the Dashboard

o	Click the + at the bottom left of the dialogue

o	Select a Widget

Click Ok

5.	Double-click the newly added Widget. The Widget can be renamed by clicking the Rename button.

6.	Configure the Widget as appropriate

7.	Click Save

Additional Widgets can be added/removed as appropriate.

Analytic Dashboards

1.	Click Configure Dashboards from the toolbar. The dialogue will load.

2.	Create a new Dashboard by clicking + from the Dashboards drop-down

3.	Select Analytic Dashboard

4.	Click Show for each view you wish to include on the Analytic Dashboard.

5.	Click Save

Field Descriptions

Dashboards Pane (left-hand)

- Drop-down - Lists already configured dashboards by name. Default is listed if no other dashboards have been configured.

- Add a Dashboard (+) - Adds a new dashboard to display in the Dashboards applet

- Delete (X) - Deletes the currently loaded dashboard

- Edit (pencil) - Edits the name of the currently loaded dashboard

- Widgets pane - Lists the widgets displayed on the loaded dashboard. Double click the listed widget to configure.

- Add a Widget (+ lower left) - Adds a new widget to the loaded dashboard

- Delete a Widget (X lower left) - Removes the widget from the currently loaded dashboard

- Rename - Edits the name of the currently loaded widget

Widget Configuration Pane (right-hand)

The right hand pane is used to configure selected widgets. Double-click the widget in the Dashboards pane to configure.

•	Save - Saves widget configurations for the loaded dashboard

•	Close - Closes the dialogue