Difference between revisions of "My Dashboards"
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| + | ==Creating Content for My Dashboard== | ||
| + | ''My Dashboard'' is made up of Charts which are defined against Views that contain criteria to define sets of related requests for display within your Request List Once a Chart has been created for a View, it can be enabled for display on the ''My Dashboard. It is possible to define one or multiple Charts against each View you have defined. | ||
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| + | Please see the following links for defining Views and Charts | ||
| + | * [[Request_List_Views|Views]] | ||
| + | * [[Charts]] | ||
==Managing My Dashboard== | ==Managing My Dashboard== | ||
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* It is possible to clear the chart filter down and remain on the Request List view by selecting any of the filter icons, view options, or home icon | * It is possible to clear the chart filter down and remain on the Request List view by selecting any of the filter icons, view options, or home icon | ||
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Revision as of 05:44, 10 April 2018
| Home > Service Manager > Request List > My Dashboard | Index |
IntroductionMy Dashboard provides each Service Manager user with their own personal dashboard. My Dashboard displays charts which have been created against Views providing a visual perspective of the requests and information that is most important and relevant to each individual user along with drill down ability to quickly access the requests that make up each chart. |
Related Articles |
Creating Content for My Dashboard
My Dashboard is made up of Charts which are defined against Views that contain criteria to define sets of related requests for display within your Request List Once a Chart has been created for a View, it can be enabled for display on the My Dashboard. It is possible to define one or multiple Charts against each View you have defined.
Please see the following links for defining Views and Charts
Managing My Dashboard
- Charts are only visible on My Dashboard if they have been marked as Visible (Configurable from within the charts tab on the Views Configuration)
- My Dashboard will display Charts defined against different Views
Configuring My Dashboard
- Move Chart Widgets around My Dashboard by selecting the 'move' icon on the Chart you wish to move, and then dragging and dropping the Chart into the desired location
- Configure the layout of the Charts, by selecting Small, Medium or Large from the drop down option on each Chart
Drill Down to Chart Data
- It is possible to drill down in the entire data set of the Chart by clicking on the Chart Title. This will take you back to the Request List view and the chart View will be applied.
- It is possible to drill down in to an individual segment of a chart (Pie, Bar, line etc) by clicking on the specific segment of the chart. This will take you back to the Request List view and the data displayed will be that of the Segment of the chart you drilled into
- It is possible to export the data from the Request list view using the Export List icon
- it is possible to clear the chart filter and return to the My Dashboard view by either clicking on the x next to the visible filter or by clicking on the My Dashboard icon
- It is possible to clear the chart filter down and remain on the Request List view by selecting any of the filter icons, view options, or home icon
Advanced Analytics, Trending, Role based Dashboards, Slideshows and Reports are all accessible via the admin console (rights permitting)