What Dashboard is and how it is used

A Dashboard presents an overview of selected statistics from different data sources in one place. With access to information from one or more different platforms, you choose what data to present and how it should be presented. It's easy to create a view that is tailored to your business and use cases. The dashboard helps you get a quick look at your statistics, without having to open the reports. It is updated automatically and available via both computers, TV-monitor, mobile, and tablet.

Since it is possible to design the Dashboard according to your own needs with different statistics data, appearance settings, media files and more, it has many different use cases.
You can read about some examples here: Use cases for end-users

Get started with Dashboard

To access the Dashboard feature, the user needs to activate base or advanced reports in their statistics system. This is where the dashboard retrieves its statistics data which is presented.

1. Create a Dashboard

1. To start the Dashboard feature, select Dashboard from the start menu of your statistics system

2. To see all available dashboards including templates, select Go to the dashboard list

3. Select Create New to create a new personal dashboard

4. You can also create a copy of a Dashboard from one of the shared Dashboards to start with(requires version 4.0)

2. Build your Dashboard with content

When you create a new dashboard, there are layouts to choose to get started quickly. For example, by clicking 2 x 3, a Dashboard will be created with two rows containing three widgets each. The dashboard can also be configured by removing or adding widgets and rows later on.

2.1 Add content

Now it's time to fill your dashboard with valuable content. Depending on the use case of ​​your Dashboard, you can select content and design it according to your needs.

1. Select Add Content to create a new widget with content for your dashboard. If there is an empty widget in your Dashboard, you can also select "add content here" to fill the selected widget with content.

2. You can create a widget with content from any of the platforms you get statistics from but also from external sources

3. Images, videos and icons can be added, as well as any Iframe content (see Advanced Type Selections). Here you can take the opportunity of raising your company profile with branded material in one or more widgets.
   

2.2 Configure widgets

Once you selected the widget type, you configure the content and settings of your selected widget. Depending on the widget type, the configuration mode looks different. You can also access the configuration mode after you created a widget.

1. Click the gear in the upper right corner of an existing widget to open the configuration mode for the selected widget

2. Under Widget option, enter the value for your widget

3. Under Appearance options, you can change the background and text color of the widget

4. For some widgets, you can set Warning options to set limit values ​​that generate alerts when a value is above or below a certain limit. This function can be used, for example, if you want a warning when the queue time for a queue is too long, or if the number of queues is too high, etc.

2.3 Delete a widget

To remove a widget, click on the trash can in the upper right corner of the widget. If you are in the edit mode of the Dashboard, you can select a widget and select Remove in the toolbar

3. Edit mode

In Edit mode, you can change the size and position of your widgets. By selecting the pen in the right corner of a widget or selecting Edit content at the top of the Dashboard menu, you will be taken to the edit mode of the Dashboard.

• To move a widget: Select the widget you want to resize or position. Click and hold in the center of the widget and drag to the desired location

• The buttons in the lower right corner of the widget are used to resize the widget

• The three circles between the widget rows are used to add a new row. After a new row is created, a widget can be placed in the empty row. If the row is left empty, a vertical distance of 10px is created between the two widget rows.

• The toolbar at the bottom of the editing mode is used to move a widget forward or backward, copy the size from another widget, remove or replace the widget, among other things.

• To place your widgets freely, select Free placement. Note that the Dashboard will not be responsive for a smaller or larger screen if you select the Free placement mode.

4. Design your dashboard according to the company profile

With its flexible structure, you can design your Dashboard as you like. Add your company logo, your colors, a commercial video, or other elements and images to create a Dashboard with your company profile.

To change the background of the entire Dashboard:

1. From the top menu, select Options

2. Go to Appearance settings. Here you can choose a background color or upload an image to use as a background. After uploading the image, you can adjust the size and placement of it.

To design your widgets, see Chapter 2.2 Configuring a Widget. You can also create simple widgets with content such as pictures, a watch, Iframe content or Youtube movie to further raise your company profile.

5. Shared Dashboards (Requires version 4.0)

Customer administrators can share Dashboards within the organization. Click Share on a Dashboard in the Dashboard list to open the sharing options. Other users will be able to see the shared Dashboard under Public Dashboards. Users will still only be able to see data from measurement objects which they have access to.