Managing Dashboards

You can create, edit, and delete dashboards, add widgets, and set authorization permissions.

To view the dashboards, navigate to Management > Business Dashboard > Dashboard > Manage Dashboards. The list of all dashboards is displayed.

Use the Action column for performing the following operations:

Edit
Delete

You can sort the dashboards by Name, Created By, and Description.

Creating a new Dashboard

To create a new dashboard:

Click Create Dashboard. The Create Dashboard window is displayed.

Enter the Name of the dashboard.
Enter a meaningful Description.
Select Default check box, if you want to set the dashboard as the Default dashboard.
Select Publish check box, if you want to view the dashboard in the Business Dashboard.
From the Layout tab, select the column width of the dashboard panels.
From the Widget tab, drag-and-drop the required widgets into the Layout Preview section.

From the Authorization tab, select the user permissions. The available options are Global, Denied, and Allow.

Choose Global to authorize all the users to manage the dashboard.
Choose Denied to authorize no users to manage the dashboard.
Choose Allow to authorize specific users or user groups to manage the dashboard.

To allow user permissions,

Select Allow from the drop-down list and click Add Permission.
Click Empty and select the required user or user group.
Specify the View, Edit, and Delete permissions.

Notes:

To set permissions for multiple users or user groups, click Add Permission, select a user or user group, and specify the permissions.

You cannot assign permission to your own user account.

Use the icon from Action column to delete a user permission.

Click Save.

Editing Dashboards

To edit an existing dashboard:

Click. The Update Dashboard window is displayed.
Edit the required details and click Save.

The dashboard is updated in the Dashboards table and in Business Dashboards if published.

Deleting Dashboards

To delete an existing dashboard:

Click. A pop-up window is displayed prompting for confirmation.
Click OK.

The dashboard is deleted from the Dashboards table, and is not available in the Business Dashboards.

To delete multiple dashboards:

Select the required dashboards you want to delete and click Delete Dashboard. A pop-up window is displayed prompting for confirmation.
Click OK.

The dashboards are deleted from the Dashboards table, and are not available in the Business Dashboards.

Reloading Dashboards

To reload dashboards:

Click. The page is refreshed and reloaded with the latest dashboards.