Edit Dashboard

This button is displayed in the top left corner. By clicking this button, the user can do the following:

  • Set Up Dashboards
  • Set Up KPI Dashboards
  • Set Up Layout

Set Up Dashboards

Here, the user can set up their dashboard as required. Follow the steps below to set up the dashboard.

  1. Click the Edit Dashboard button displayed in the top left corner to open the Set Up Your Dashboard popup window.
  2. By default, the Set Up Dashboard option is displayed. Expand the fields using the arrow. Select the required checkbox(s).
  3. Click the Save button displayed at the bottom of the popup window. By performing these steps, the required options are reflected in the dashlets.
  4. (Optional) The user can add a new dashlet and also remove an existing one by clicking the Add and Remove button displayed in the popup window below the Search field. Note: While adding a new dashlet, the user has to mention the Title and Description in the left side fields. Also, the user can only remove the newly added fields and not the pre-defined fields.

Note: The checkbox(s) selected for each dashlet from the set up dashboard window, only those tabs will be displayed in the dashlets.

Set Up KPI Dashboard

Here, the user can set up the dashlets displayed on the top center to the right corner of the screen. The selected tabs are displayed as tiles on the screen. Follow the steps below to set up the KPI dashboard.

  1. Click the Edit Dashboard button displayed in the top left corner to open the Set Up Your Dashboard popup window.
  2. Click the Set Up KPI Dashboard tab. Expand the fields by clicking the KPI Dashboard arrow.
  3. Select the required checkbox(s) from the available list.
  4. Click the Save button displayed at the bottom of the popup window.
  5. The selected tabs are displayed as tiles on the top of the screen. Refer to the screenshot below.

Set Up Layout

This tab helps the user select and set up a layout for the entire Dashboard. The user has the option to select from – One, Two, or Three Columns. Click the Save button displayed at the bottom of the popup window to reflect the changes. Selecting the appropriate option sets the dashboard with a different look. Refer to the screenshot below.