Difference between revisions of "My Dashboards"
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| + | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/request-list/my-dashboard/ Hornbill Document Library]. | ||
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| + | [[file:hornbill-document-library.png|My Dashboard|link=https://docs.hornbill.com/servicemanager-user-guide/request-list/my-dashboard/]] | ||
| + | <!-- | ||
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | ||
__NOTOC__ | __NOTOC__ | ||
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* [[Request_List_Views|Views]] | * [[Request_List_Views|Views]] | ||
* [[Charts]] | * [[Charts]] | ||
| + | * [[Advanced Analytics]] | ||
| + | * [[Reports]] | ||
|} | |} | ||
| − | + | {{#ev:youtube|uVhJ9GZ2_Yc|350|right}} | |
| + | {{#ev:youtube|gUiM-Gnhh5I|350|right}} | ||
==Creating Content for My Dashboard== | ==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. | ''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 on how to define and manage Views and Charts | Please see the following links on how to define and manage Views and Charts | ||
| − | * [[Request_List_Views|Views]] | + | :* [[Request_List_Views|Views]] |
| − | * [[Charts]] | + | :* [[Charts]] |
<br> | <br> | ||
| + | |||
==Managing My Dashboard== | ==Managing My Dashboard== | ||
| − | |||
Once you have one or more Charts defined against one or more Views you can access these Charts on My Dashboard by clicking on the the graph icon in the Request Tool Bar. | Once you have one or more Charts defined against one or more Views you can access these Charts on My Dashboard by clicking on the the graph icon in the Request Tool Bar. | ||
:* '''Visibility''' | :* '''Visibility''' | ||
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<br> | <br> | ||
==Drill Down Data== | ==Drill Down Data== | ||
| − | On each Chart there are areas that can be selected to access the requests that make up either the entire chart or one particular segment. When you drill down on a chart the associated requests will be displayed in the | + | On each Chart there are areas that can be selected to access the requests that make up either the entire chart or one particular segment. When you drill down on a chart the associated requests will be displayed in the Request List. |
:* '''Chart Title''' | :* '''Chart Title''' | ||
:: View the entire data set of the Chart by clicking on the Chart Title. | :: View the entire data set of the Chart by clicking on the Chart Title. | ||
| Line 48: | Line 55: | ||
:* '''Clearing the Drill Down List''' | :* '''Clearing the Drill Down List''' | ||
:: To clear the the Drill Down list and remain on the Request List, select any of the filter icons, view options, or home icon | :: To clear the the Drill Down list and remain on the Request List, select any of the filter icons, view options, or home icon | ||
| − | + | --> | |
| − | + | [[Category:Videos]] | |
Latest revision as of 20:35, 8 February 2024
This document can now be found at its new location in the Hornbill Document Library.
