Create Dashboards

A partner administrator or a client administrator can create and manage dashboards.

Note: A Dashboard is associated with the user and they can view a dashboard created by another user only if it has been shared with that particular user.

To create a dashboard:

  1. From Dashboard 2.0, click the hamburger menu.
  2. The My Dashboards slide-out screen that appears, click CREATE DASHBOARD.
  3. In the CREATE DASHBOARD pop-up, enter the below details:
FunctionalityDescription
To CollectionSelect the name of the collection from the To Collection field.
Notes:
  • Click CREATE COLLECTION to create a collection.
  • If there is no collection, the new dashboard is added to the default collection (My Dashboard).
  • When any collection is not assigned to a Dashboard, it is automatically assigned to the Default collection i.e. My Dashboard.
NameCreate a new collection and add dashboards to the collection.
  1. Click CREATE.
Dashboard Page

Import Dashboard

Users can use the Import Dashboard to:

  • Import a Dashboard.
  • Upload a JSON file that can be used to instantiate a dashboard.
Dashboard Page

My Dashboard

My Dashboard presents both curated, pre-configured dashboards and user-created ones for partners and clients. Simply click the dashboard entry to view it. Curated dashboards will only appear if the associated integration is installed.

Room Mode

To start the room mode:

  1. Click the ellipses (…) beside My Dashboard.

  2. My Dashboard pop-up appears, select Start room mode.

    Notes:

    • This option displays a collection of dashboards in room mode with the ability to set the time duration for each dashboard.
    • The default time for room mode is 15 seconds.
Dashboard Page

  1. The Create Tile Page appears, you may create a tile or click NEXT.

    Note: See Create Tile to know more on how to create a tile.

  2. The room mode is enabled, allowing you to view all created dashboards in auto-play.

  3. (Optional) You may click the Stop or Play option beside the Next Option to Pause and Start the auto-mode.

  4. (Optional) Click the down arrow to view the rotational cycle, you may select:

    • 15 seconds
    • 30 seconds
    • 45 seconds
    • 1 minute
    • 5 minutes
    • End room mode
      Note: End room mode view will return to the last viewed dashboard.
Dashboard Page

Dashboard Options

In My Dashboard, users have the option to Move, Rename, and Remove dashboards under the following conditions:

  • The user is the creator of the dashboard.
  • The dashboard has been shared with the user, and the user possesses administrative privileges.

Below are the options that you may perform using the Dashboard Options:

FunctionalityDescription
Set Default DashboardThis feature allows you to designate a dashboard as the primary display upon visiting the main Dashboard 2.0 page. This default view can be set at the user, client, or partner level. To establish the default dashboard, follow these steps:
  1. Navigate to the Dashboard Name field.
  2. Click the ellipses (...) beside the desired dashboard from the list. .
  3. Click Set Default Dashboard.

Notes:
  • My Default Dashboard enables you to set your personal default dashboard.
  • Partner admin users have the authority to set the default dashboard for other partner users based on their roles.
  • Both partner admin users and client admin users can set the default dashboard for other client users based on their roles.
  • When the dashboard is selected as default it is highlighted, and the Default marker is visible beside the dashboard.
Remove As Default DashboardThis feature enables users to remove the default dashboard.
CopyThis function duplicates a dashboard into the specified collection. Each dashboard must have a unique name.
ShareThis function allows you to share the dashboard with a Specific Role or with All Users.
Notes:
  • The dashboard sharing option is available for Service Provider (SP) users as well.
  • When a dashboard is shared with a user, an inward arrow is visible. Conversely, when the user shares the dashboard with another user, an outward blue arrow is displayed.
See Share Dashboard for more details.
MoveThis action relocates the selected dashboard to a designated collection.
ExportExport the dashboard as a JSON file, which can later be imported using the Import Dashboard menu option.
RenameThis option allows you to change the name of the dashboard.
RemoveRemoves the dashboard.
Dashboard Page

Filters

Filter TypeDescription
filter on time rangeSelect a time range to filter the start time and end time for displaying metric data. Select pre-defined time intervals or use the date time-picker.
filter on variablesAssign a named variable to the value of an attribute to toggle between series to display.

Note: See Variable Filters for more details.

Create Tiles

To create a tile:

  1. Click the CREATE TILE icon or click + from the toolbar. The ADD TILE screen is displayed.

  2. Select the required tile.

    Note: See Introduction to Tiles for more details on how to create the individual tiles.

Dashboard Page

Dashboard Duration

The Last Hour option allows you to select a duration for which the dashboard data must be displayed. The Last Hour is set as the default even though the account credentials are the same.

To select the duration:

  1. Click the Last Hour to select the duration for which the data needs to be retrieved. The duration can be selected for

    • Last Hour
    • Last 4 Hours
    • Last 8 Hours
    • Last 24 Hours
    • Last 7 Days
    • Last 15 Days
    • Last 30 Days
    • Month to Date

  2. Drag to select a range of days along with the time.

  3. You can select a different duration for each dashboard.

Dashboard Page

Collections

Collections group dashboards allow you to organize dashboards. You can copy and move dashboards to a collection.