Dashboards

You can create or edit dashboards directly from the Dashboard Menu, accessible by navigating as so Start > Dashboards, or from the Start Menu, Start > New > Dashboard. A new Dashboard can then be added using the New Dashboard Button, and existing Dashboards can be reviewed from the All Dashboards or My Dashboards Views accordingly.

Using Start > New >  Dashboard opens a new window which allows you to add a Name, Description, Category, type of Records that can be created from this Dashboard and decide the Column layout of the Dashboard. The Colum layout controls the number of Columns in the Dashboard as well as the ratio of space each column uses. These can be changed at a later date if you decide you want to rename your Dashboard or change the layout of the Columns.

In the Springboard section, Springboard Groups allows you to bulk add the new dashboard for all users within the User group(s) selected and Add to field is used control its placement on user’s Springboard.

Once you have set this up, you can start adding elements to the Dashboard. These are added from the Layout Tab, click the Add button.

There are five different types of elements that can be added to a Dashboard:

• Charts: Charts provide a pictographic output of a specific Report View, these can be further filtered or amended as required once added to the dashboard.
• Reports: Report Views can be added to the Dashboard so that results from a number of different reports can be easily referred to in one place.
• Landing page views: Landing page views give you quick, lightweight insights into your data.
• Web Pages: Specific Web Pages that may provide regular updates, such as an overview of the service status can be added to the Dashboard.
• Web Processes: A Web Process, such as a Case or Lead allocation Script, can be called directly from the Dashboard.

More information on Adding Dashboard Elements can be found on the Knowledge Base.

Dashboard menus are hidden by default. However, you can select this button to view:

Alternatively, it can be viewed from the icon menu:

When you create a dashboard, a default View is automatically generated. This View is where you can configure specific Filters and Field mappings. By setting up multiple Views within the same Dashboard, you can tailor the experience for different User Groups, such as creating distinct Views for various teams without needing to build separate Dashboards for each team.

More information on the configuration of Views can be found on our Adding Views to Dashboards Knowledge Base page.

The Fields tab allows you to set up Filters over a number of different Dashboard windows, these can be applied to any of the Views setup on the Dashboard as needed.

We have more information and examples of Field Mappings and filters on our Knowledge Base page, Dashboard Fields.