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 itemdashboard.
Delete	Allows you to delete all itemsdashboards selected with the checkbox in the first columncolumn.
Download CSV file	Allows you to download a CSV file with the issuesdashboard data.

Dataset actions

file

Apply changes (disk icon)	Allows you to save the updates of the dashboard.
ImportDelete	Allows you to uploaddelete athe CSVdashboard
Expand all	Displays all the attributes of the different blocks.
Collapse all	Hide all attributes of the different blocks.
"Types of views"	Change the view type: Classic view, Modern view, Compact design.
Refresh	Allows you to display the selected charts.
Delete	Allows you to delete all charts selected with the itemcheckbox listin the first column.
Add new	Allows you to add ora updatenew itemschart to Soffid. the First,chart.
Undo	Allows you needto quit without applying any changes.
Apply changes	Allows you to pick up a CSV file, that CSV has to contain a specific configuration. Then you need to checksave 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 columnupdates of the CSV file to import the data correctly and to click the Import button. group.