Design Dashboard

The Design Dashboard page allows you to choose:

• How many pages of charts appear in the Manager Dashboard
• Which charts appear on each page
• What those charts show

See below for a full list of charts available for the Manager Dashboard.

Adding views to the Dashboard

Each page in the Manager Dashboard is called a view, and can contain four or six charts/graphs. You can create as many views as you like.

To create a view

1. On the top of the page, Additional Settings.
2. In the popup that opens, select Save as a New View and then enter a name for your new view. You can also choose whether or not this screen will be included in the rotation of Dashboard views (more information about rotating views can be found here).
   
3. Click Apply. Your new view is saved, and you can now select the charts that you would like to appear on it (see below).

Selecting the charts for each view

Each Manager Dashboard view can have its own charts. 

To customize a view

1. From the View drop-down, select the view you want to edit.
2. Click on a chart to select it. The selected chart has a green border.
3. On the right sidebar, choose the chart you want from the list.
4. (Optional) Filter the contents of the chart according to your needs and then click Submit. See below for instructions for filtering charts.
5. Repeat steps 4 - 6 for each of the charts, until the view shows exactly those charts you desire.
6. Click Submit.

For a complete list and description of Dashboard charts, please see the table at the bottom of this page.

Filtering the contents of each chart

Many of the charts available to you in the Dashboard have filtering options so that you can focus the results displayed in the chart. The filtering options are different for each chart. Feel free to experiment with the different options until you're satisfied with the way the chart looks.

To filter a chart

1. Click on the chart you would like to filter. The selected chart has a green border. Filter options for the chart appear in the right sidebar.
2. Enter a new Title for your chart. This is important if you use the same chart several times with different filters, as without a unique title, you will not be able to differentiate between the charts.
3. Many charts allow you to use the Expression Builder to specify exactly which results will appear on the chart. Use the Expression Builder to narrow the chart's results.
4. Several charts have unique fields that allow you to modify specific aspects of the chart. For example, the Active Service Record chart allows you to specify the shading on the chart: where the Warning (yellow), Critical (red) and Maximum (last number on the dial) zones are. Fill out any unique fields now.
5. Click Submit to save your filtered chart.

Creating an active service records chart that shows only incidents assigned to Joe

Changing the theme or layout

You can select to display your dashboard against a light or dark background. You can also set the dashboard to display four or six charts in all your views.

To set the theme

1. On the top of the page, Additional Settings.
2. From the Dashboard Theme drop-down list, select a light or Dark theme.
3. Click Apply.

To set the layout

1. On the top of the page, Additional Settings.
2. From the Dashboard Layout drop-down list, select to display 4 or 6 charts.
3. Click Apply.

Changing the View Permission

You can select which admin groups can or cannot access specific dashboard views

To set the group permissions on a view

1. Select the view from the view drop-down list.
2. Click Visibility to Groups.
3. In the Visible for User Groups field enter the groups that you want to allow to access the view or enter the names of the groups who cannot access the view in the Excluding User Groups field.
4. Click Apply.

Charts available for the Manager Dashboard

The following table lists each chart in the Manager Dashboard and what it shows. All service records that appear in the charts by date appear according to the request time.