The screen is accessible by clicking [Manage→Customize→Dashboards Editor] from the The Navigation Bar.
Custom Dashboards Table
All the custom dashboards defined in the system are listed in a table. Each row in the table contains the following information for a single custom dashboard:
Column | Description |
|---|---|
| Name | The custom dashboard's name. |
| Description | The description for this custom dashboard |
| Enabled | Whether this custom dashboard is available to all users from the Dashboards menu. |
Adding a Custom Dashboard
The custom dashboards table screen contains the New button at the top.
Click this button to add a new custom dashboard in the system.
You will need to set the custom dashboard's name,description and whether it's enabled.
Reordering Custom Dashboards
Each row in the table contains the Move Up button which allows reordering of the custom dashboards, for example this will effect the order in which the custom dashboards are displayed in the custom dashboard's menu.
Editing Custom Dashboards
Each row in the table contains the Edit button which will load the Custom Dashboard Edit screen and provide access to system actions for the custom dashboard.
Custom Dashboard Edit
The Custom Dashboard Edit screen is loaded for a custom dashboard when the Edit button is clicked from the Custom Dashboards Table described above.
The system displays the following details:
Detail | Content Description |
|---|---|
| Name | The custom dashboard's name |
| Description | A description attached to this custom dashboard |
| Enabled | Whether this custom dashboard is available to all users from the Dashboards menu. |
| Widgets in Custom Dashboard | Displays all widgets in this custom dashboard. |
You may alter the custom dashboard's name, description and whether it's available to all users.
Edit and Preview Custom Dashboard's widgets
By clicking the Edit button, you may use the controls to resize/move and remove widgets from the custom dashboard.
Resize:
- Resize is done by clicking and dragging the left/ bottom side of the widget while the mouse button is pressed.
- The width is calculated in percentage and the height in pixels.
- Each widget has a min-width and min-height, so resizing below those values isn't possible.
Move:
- Moving the widget is possible by clicking on the header and dragging the widget while the mouse button is pressed.
Remove:
- Removing the widget is possible by clicking on the trash icon in the header.
Before updating the changes you made, click the Preview button to get a picture of what your page will look like.
The UI is responsive which means that the widgets will fill the available horizontal space.
Delete a Custom Dashboard
Click the Delete button to remove the custom dashboard from the system.
Adding Widgets to Custom Dashboard
All charts and grids (widgets) that are part of the dashboards, have a setup button located at the top right side which includes among other actions, "Add to Custom Dashboard".