SupportCenter Plus

    Dashboards

    Dashboards display the real time information of the data specified in SupportCenter Plus. It provides a quick view of the activities in the present week, present month, previous weeks and previous months, thereby enabling a user to take necessary decisions and actions.

     

    Based on the roles assigned, the Dashboards are customizable to suit the user's perspective. Many such dashboards can be created and sorted by a single user. The widgets display specific information and is illustrated in the form of a pie chart, bar diagram, line diagram or as a list.  These widgets can be concealed and rearranged in the canvas. Further, additional information can be obtained on hovering over the bar diagram or pie chart on the widget.

     

    Public Dashboards appear in all the configured Business Units in the application. Any changes made in the public dashboard (adding new widgets or removing a widget) of one business unit, effects the dashboard of all other configured Business Unit.

     

     

     Note

    note

     

    1. If you have enabled multi-tenancy through Business Unit, select the Business Unit for which the Dashboard should be created and then proceed with the dashboard configurations.

     

    2. Dashboard can be customized by users with specific role permission. Refer Roles to know more.   

     


    The following are the topics discussed under this section:


     

    Creating New Dashboard

     

    The New Dashboard form can be accessed from the Dashboard tab by,

    • Clicking New Dashboard button, or

    • Select Switch to drop down -> New Dashboard option.

    The New Dashboard form is separated into Dashboard Details and Add Widgets to Dashboard section.

     

     

    Adding the Dashboard details

    1. Specify a unique name to be displayed in the Dashboard. The Dashboard Name is a mandatory field.

    2. Enter a brief Description on the main focus of the Dashboard.

    3. The Dashboard can be displayed in columns of 1, 2 and 3. Choose the Number of Columns from the drop down.

    4. If you have selected the column size as 2 or 3, the Column width options are enabled. Here you can adjust the width of the columns to suit your needs.

    5. For updated real time information, you need to refresh the widgets in the Dashboard at regular intervals. Select the Refresh Interval from the drop down. The refresh intervals are from every 5 minutes to every 2 hours. If you do not wish to refresh the widgets, select Never.

    6. The dashboard can be made private or can be shared to other SupportCenter Plus users (public). To enable privacy, select Private radio button. To share the dashboard with other users, select Public radio button.

    7. Enable the check box beside the widgets you wish to add on the dashboard. It is mandatory to select the widgets.

    8. Click Save button. The details are saved and the dashboard appears along with the selected widgets in Switch to... drop down.

    NOTE: To know more on adding widgets to dashboards, refer Adding Widgets to Dashboards.  

     

     

    Editing Dashboards

     

    To modify an existing dashboard,

    1. Select the dashboard to be edited from Switch to... drop down.

    2. Click Actions drop down -> select Edit Dashboard option. The edit dashboard form appears.

    3. Modify the Dashboard details and select/de-select the widgets from the form.

    4. Click Save button. The modified details are saved and the dashboard appears along with the modified details.

     

    Setting a Dashboard as default

     

    Default Dashboards are dashboards that appear when a user logs into the application. To set a dashboard as default,

    1. Select the dashboard to be set as default from Switch to... drop down.

    2. Click Actions drop down -> select Set this as Default option.  

    If you have enabled multi tenancy through Business Units, and you have configured 3 Business Units, with a public dashboard set as default, then all other Business Units bear the same default dashboard.

     

     

    Deleting Dashboards

     

    To delete a dashboard,

    1. Select the dashboard to be deleted from Switch to... drop down.

    2. Click Actions drop down -> select Delete Dashboard option. A dialog box confirming the delete operation appears.

    3. Click Ok to proceed with the deletion.

    NOTE: The delete operation cannot be performed for "Global Dashboard".

     

     

    View the Dashboard on Full Screen

     

    To get a better view of the dashboard, select View Full Screen option. To view a dashboard on full screen,

    1. Select the dashboard to be viewed as full screen from Switch to... drop down.

    2. Click Actions drop down -> select View Full Screen option. A new window appears displaying the chosen dashboard in full screen.

    3. Close the window to exit from the Full Screen view.

     

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