Configure dashboards > Dashboard editor (addon-reports)

Description

On this dashboard editor screen, you can create dashboards for different users/roles/groups that will contain the charts we have available.

You can create as many dashboards as you need. Each dashboard will have a different access list. For example, you can create one dashboard for administrator users, another for managers, and another for end users.

Screen overview

Related objects

• Dashboard editor : to create and manage dashboards
  
• Chart editor : to manage charts to be used in the dashboard editor
  
• Dataset editor : to manage datasets to be used in the chart editor
  
• Dashboards : where the dashboards created in the dashboard editor are displayed
  

Standard attributes

Definition:

• Name: name of the dashboard
• Description: description of the dashboard
• Usable by: who will be able to view the dashboard, can be selected users, roles and groups. 

  

• Number of columns: number of columns to display in the dashboard page, 1 is the whole page, 2 are two columns 

  

Charts:

• Chars: chart to be displayed
• Columns: columns needed to be displayed
• Rows: rows needed to be displayed
  

How to configure columns

 

Chart	Number of columns (dashboard)	Columns (chart)	Rows (chart)
One single chart	1	1	1
Two charts square	2	1/1	1/1
Two rectangular charts one above the other	2	2/2	1/1
A double chart with two small ones on its right	3	2/1/1	2/1/1

Actions

Table actions

Add new	Allows you to create a new item
Delete	Allows you to delete all items selected with the checkbox in the first column
Download CSV file	Allows you to download a CSV file with the issues data.
Import	Allows you to upload a CSV file with the item list to add or update items to Soffid. First, you need to pick up a CSV file, that CSV has to contain a specific configuration. Then you need to check the content to be loaded, it is allowed to choose if you want or not to load a specific attribute. And finally, you need to select the mappings for each column of the CSV file to import the data correctly and to click the Import button.