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Publishing Dashboards

Dashboards must be published to appear in the web interface. Publishing a dashboard to a group makes it accessible to all members of that group when they sign into the dashboard using that group. Assigning multiple dashboards to the same groups allows them to be accessed via the horizontal menu icon in the top left corner. If there is no default dashboard set the first dashboard assigned to the group is displayed when the user first signs on.

Assigning dashboards

Dashboards are assigned using the Dashboard Publisher.

To assign a dashboard:

  1. Select the Administration category in the Dashboard Designer module.
  2. Click Dashboard Publisher. The Dashboard Publisher tab appears.
    1. A list of groups is shown in the left pane (User Groups).
    2. A list of assigned dashboards is shown in the middle pane (Assigned Dashboards).
    3. A list of dashboards is shown in the right pane (Dashboards).
  3. Select a group. The Assigned Dashboards pane updates to show the currently assigned dashboards
  4. Highlight a dashboard in the Dashboards pane and click Add. The dashboard is added to the end of the list of the assigned dashboards.

    Note: The Add button will be disabled if the dashboard is already assigned

To rearrange the order of dashboards:

  1. Click on a dashboard in the Assigned Dashboards pane.
  2. Use the Move Up and/or Move Down button in the Assigned Dashboard toolbar to change the position of the selected dashboard in the list.
  3. Click the Save button in the Dashboard Publisher toolbar to save all changes you have made.

To remove a dashboard from a group:

  1. Click on a dashboard in the Assigned Dashboards pane.
  2. Click the Remove button in the Assigned Dashboard toolbar.
  3. Click the Save button in the Dashboard Publisher toolbar to save all changes you have made.

To change the default dashboard for a group:

  1. Click on a dashboard in the Assigned Dashboards pane.
  2. Click the Set as Default button in the Assigned Dashboard toolbar. The default dashboard is indicated with a home icon.
  3. Click the Save button in the Dashboard Publisher toolbar to save all changes you have made.

Published:

Publishing Dashboards

Dashboards must be published to appear in the web interface. Publishing a dashboard to a group makes it accessible to all members of that group when they sign into the dashboard using that group. Assigning multiple dashboards to the same groups allows them to be accessed via the horizontal menu icon in the top left corner. If there is no default dashboard set the first dashboard assigned to the group is displayed when the user first signs on.

Assigning dashboards

Dashboards are assigned using the Dashboard Publisher.

To assign a dashboard:

  1. Select the Administration category in the Dashboard Designer module.
  2. Click Dashboard Publisher. The Dashboard Publisher tab appears.
    1. A list of groups is shown in the left pane (User Groups).
    2. A list of assigned dashboards is shown in the middle pane (Assigned Dashboards).
    3. A list of dashboards is shown in the right pane (Dashboards).
  3. Select a group. The Assigned Dashboards pane updates to show the currently assigned dashboards
  4. Highlight a dashboard in the Dashboards pane and click Add. The dashboard is added to the end of the list of the assigned dashboards.

    Note: The Add button will be disabled if the dashboard is already assigned

To rearrange the order of dashboards:

  1. Click on a dashboard in the Assigned Dashboards pane.
  2. Use the Move Up and/or Move Down button in the Assigned Dashboard toolbar to change the position of the selected dashboard in the list.
  3. Click the Save button in the Dashboard Publisher toolbar to save all changes you have made.

To remove a dashboard from a group:

  1. Click on a dashboard in the Assigned Dashboards pane.
  2. Click the Remove button in the Assigned Dashboard toolbar.
  3. Click the Save button in the Dashboard Publisher toolbar to save all changes you have made.

To change the default dashboard for a group:

  1. Click on a dashboard in the Assigned Dashboards pane.
  2. Click the Set as Default button in the Assigned Dashboard toolbar. The default dashboard is indicated with a home icon.
  3. Click the Save button in the Dashboard Publisher toolbar to save all changes you have made.

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