Accessing Dashboards

Proceed as follows

1. Navigate to Admin > Dashboards on the side navigation.
   → The Dashboards configuration page is displayed and shows a list of the existing dashboards, as well as the main configuration actions - adding a dashboard, editing a dashboard, and deleting a dashboard.
   → The list of dashboards offers a search filter, pagination, sorting, as well as the possibility to remove and restore columns.

Prerequisites

To execute the following actions, you have to be assigned to the Manager role or higher.

Adding a dashboard

To create a new dashboard, follow these steps:

1. Click the Add Dashboard button.
   → The Update Project's Dashboards dialog is displayed, as on the screenshot below.

1. Enter a Technical Name for the dashboard.

2. Enter a Label.

3. In the Required Roles drop-down list, select one or multiple roles of users who are allowed to configure this dashboard.

4. In the Tags field, enter one or several tags to categorize your dashboard.
   You can search through the already existing tags or create a new one. There is also an autocomplete functionality.

5. In the Layout drop-down list, select whether the dashboard should be displayed in a column-based view, free-floating grid or compact grid.

   If you select Column-based, the size of the widgets can be set on the configuration page.

   If you select Free-floating grid, the widgets can be arranged as desired.
   

   If you select Compact grid, there will be no horizontal space between widgets.
   

   You can also convert existing dashboards to the grid-based layout. Dashboards with the grid-based layout cannot be converted back to the column-based layout.

   For more information on how to work with the grid-based layout, refer to Arranging widgets in the grid-based layout.

6. Click the Save button.
   → The dashboard is added to the dashboard list.

Editing a dashboard

To edit a dashboard:

1. Click the Edit icon on the right of the respective dashboard on the list of dashboards.
   → The Update Project's Dashboards dialog is displayed, where you can edit the relevant fields and Save your changes.

Removing a dashboard

To remove a dashboard:

1. Click the Delete icon on the right of the respective dashboard on the list of dashboards, as on the screenshot above.
   → This is not an immediate action and you will be asked for confirmation.

2. Click Confirm to delete the dashboard.
   
   

   

Filtering dashboards

To filter the list of dashboards, use the Search Filter pane on top of the list.

Proceed as follows:

1. Expand the Filter drop-down menu.

2. Select one of the available criteria, namely:

   1. Name
      

   2. ID
      

   3. Required Roles
      

   4. Last edited by

   5. Last updated

   6. Tags

3. In the Value field, enter a value.

4. Click the + Add button.
   → The added filter is displayed as a chip.

5. Add as many filters as needed, as described in the previous steps.
   → The entered values are treated with an AND logic.

6. Apply the added filter(s) by clicking the Search button on the right. This button is available only after a filter has been added.
   → The list of dashboards is filtered accordingly.

7. Click the x on any filter chip that you want to remove.
   → The filter is removed and will not be applied the next time the Search button is clicked.

8. Click the Clear icon to remove all filters applied to the list.
   → The list displays all dashboards.

Adjusting the list view

Refreshing the list

Proceed as follows:

1. Use the icon to refresh the list of dashboards.

Managing dashboard widgets

Once you have created a dashboard, select it on the list of dashboards and then click the three dots next to the dashboard name.

On the menu that opens, click Add Widget to add widgets to the dashboard or click Rearrange to rearrange the widgets on the dashboard.

The Settings option on this menu will bring you to the Admin landing page.

→ For further details, refer to Working with widgets.

Embedding a dashboard

Dashboards can be embedded in external websites with iFrame codes.

Click the Embed action on the menu which opens from the three dots next to the dashboard name (see screenshot above).

→ Follow the steps as described in Embedding a dashboard.

Adding a Dashboard menu item to the main menu

If you need to add one or multiple dashboards to the main menu:

• Refer to Custom Menu to understand how the custom menu works.

• Add one or multiple entries as described in Adding entries, for example:
  

  • Add one Page type entry with Dashboard content type for each dashboard that you would like to link.

  • Add one Node type entry to group these Page type entries.