Customise the Dashboard
Add Dashboard Panel
Only system admins with System Utilities and System Tools access can use the Add Dashboard feature.
Use the Add Dashboard Panel to add data from your Quick Queries to the panels on your Dashboard.
To do this:
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Select Add Dashboard Panel.
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Select the Query from the drop-down.
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In Max. Rows, enter how many rows of data you want to display from the query.
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Select Save.
The fields from the query you have selected display.
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Select each one to view and Save again.
The query displays at the bottom of your dashboard. On the top right of the panel:
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Select the magnifying glass icon to run the query
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Select the floppy disk icon to edit the panel itself
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Select the bin icon to delete it from the Dashboard
Shared Dashboard
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Go to Dashboard > Actions and select Shared Dashboard to view the panels shared with you.
Create a new Shared Quick Query
To create a new shared quick query panel to publish to another user's Dashboard:
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Go to Dashboard > Actions and select Shared Dashboard.
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Under Actions, choose Add Dashboard Panel to add a new shared panel.
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Select an option from the Query drop-down.
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In Max. Rows, enter how many rows of data you want to display from the query.
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Use the Where Clause Builder to add the panel in employees' dashboards.
Once added, employees receive an email informing them that a new panel is available in their Dashboard.
The receiver of the Shared Dashboard panel (the user specified in the Where Clause) does not need access to System Tools or Quick Queries to view information in the dashboard.
When sharing the dashboard with the receiver, providing they have access to the data, they can view the results.