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Create Dashboard

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Dashboards provide a centralized view of multiple charts and enable users to analyze data through interactive visualizations and filters.

Example: An IT Operations team uses an Operations Dashboard to monitor incidents, service requests, change requests, SLA compliance, and workgroup performance from a centralized view. Interactive filters and role-based access help stakeholders analyze operational metrics and make informed decisions based on their assigned responsibilities.

To create a dashboard, perform the following steps:

  1. Navigate to Reports > Custom > Dashboard.
    The Dashboard page is displayed.

    Figure: Dashboard

  2. Click + Dashboard to view dashboard builder that allows you to add charts and layout components to design the dashboard.
    The Dashboard Builder page is displayed.

    Figure: Dashboard Builder

  3. Configure the Dashboard based on the following tabs:

    • Charts -

    • Layout elements - Displays the different elements to configure the Dashboard.

  4. Drag and drop the configured charts into the Dashboard canvas.
    The configured charts displayed in the Dashboard canvas.

    Figure: Dashboard Builder

  5. Click Save to store the dashboard. The dashboard remains in Draft status.
    The Dashboard with the list of reports are displayed.

    Figure: Dashboard - Reports

  6. Click Draft to publish the Dashboard.
    A successful message is displayed.

    Figure: Dashboard - Published

Dashboard Tabs

Charts

The Charts tab displays all charts that are available to add to the dashboard. You can browse, search, sort, and select charts without leaving the dashboard editor. The tab also provides an option to create a new chart if the required chart does not already exist.


Figure: Charts

Layout elements

The Layout elements tab provides components that help you organize and structure the dashboard. You can use these elements to create sections, group related charts, display descriptive text, and improve the overall dashboard layout.



To add a layout element, drag it from the Layout elements tab and drop it onto the dashboard canvas.

Element

Description

Tabs

Creates multiple tabs within a dashboard. Use tabs to organize related charts into separate views, allowing users to switch between different dashboard sections without creating multiple dashboards.

Row

Adds a horizontal container that arranges charts or other layout elements in a row. Use rows to group related dashboard components.

Column

Adds a vertical container within a row. Use columns to display multiple charts or components side by side and create flexible dashboard layouts.

Header

Adds a title or section heading to the dashboard. Use headers to clearly identify dashboard sections and improve readability.

Text / Markdown

Adds formatted text to the dashboard. You can include descriptions, instructions, hyperlinks, notes, or Markdown-formatted content to provide additional context for dashboard users.

Divider

Inserts a horizontal line between dashboard sections. Use dividers to visually separate related groups of charts or layout components.




More Options

Click More options (⋮) to display additional options for configuring and managing the dashboard. The following table describes the available options in the More options menu.

Field

Description

Edit Properties

Opens the Dashboard properties page, where you can modify the dashboard name, description, certification status, and access permissions.

  • Change the dashboard name.

  • Update the dashboard description.

  • Configure dashboard access permissions.

  • Modify other available dashboard properties

Theme & CSS

Opens the dashboard styling page, where you can apply a theme or add custom CSS to customize the appearance of the dashboard.

  • Apply a dashboard theme.

  • Configure custom CSS to modify the dashboard layout and styling.

  • Customize the visual appearance of dashboard components.

Save As

Creates a copy of the current dashboard. Use this option to save the dashboard with a different name without modifying the original dashboard.

Download

Exports the dashboard for offline viewing or sharing.

  • Export to PDF - Downloads the current dashboard as a PDF document while preserving its layout and visualizations.

  • Download as Image - Downloads the current dashboard as an image file.

Share

Generates a shareable link or provides sharing options for the dashboard, depending on your access permissions

Set auto-refresh interval

Configures how frequently the dashboard automatically refreshes its data. Select an interval to keep the dashboard synchronized with the latest available data.

Add and edit filters

Dashboard filters allow users to refine the data displayed in dashboard charts. You can configure filter behavior, define default values, and specify which charts the filter is applied.

To configure a filter, perform the following steps:

  1. Form the Dashboard Filter section, click and select the Add or edit filters option from the list.
    The Add or edit filters page is displayed.

    Figure: Add or edit filters

  2. Enter the required fields as described in the following sections and click Save.

    Settings tab

    Field

    Description

    Filter Type

    Specifies the type of filter to create, such as Value, Numerical Range, Time column.

    Filter Name

    Specifies the display name of the filter shown on the dashboard.

    Dataset

    Specifies the dataset from which filter values are retrieved.

    Column

    Specifies the dataset column used for filtering dashboard data.

    Filter Configuration

    Pre-filter available values

    Restricts the list of available filter values before the dashboard is loaded.

    Sort filter values

    Displays the filter values in a sorted order.

    Filter Settings

    Description

    Specifies a description for the filter.

    Filter has default value

    Specifies a default filter value that is applied when the dashboard is opened.

    Filter value is required

    Requires users to select a filter value before the dashboard data is displayed.

    Select first filter value by default

    Automatically selects the first available filter value when the dashboard is loaded.

    Allow creation of new values

    Allows users to enter values that are not included in the predefined filter list.

    Can select multiple values

    Allows users to select multiple filter values simultaneously.

    Dynamically search all filter values

    Searches the complete list of filter values as the user types.

    Inverse selection

    Excludes the selected values and displays records that do not match the selected filter values.

    Scoping tab

    Filter

    Description

    All panels

    Applies the filter to every chart in the dashboard.

    Dashboard panel

    Applies the filter only to the selected dashboard panel or chart. Clear the check box to exclude a chart from the filter scope.