Working With Dashboards In Dashboard Designer

Dashboards are accessed in the dashboards category in the Dashboard Designer. You can click New Dashboard to create a new dashboard or expand Existing Dashboards to modify an existing one.

You can also duplicate an existing dashboard by either:

• Right-clicking on an existing dashboard and selecting Duplicate , or
• Opening an existing dashboard and clicking the Duplicate button in the toolbar

In either case a new dashboard opens with the same properties as the duplicated dashboard.

To delete a dashboard:

1. Right-click on the dashboard and select Delete.

2. A confirmation appears. Click Delete.

   Note: If the dashboard is assigned to one or more groups, this will be indicated in the confirmation.

Dashboard Properties

Dashboard properties display the name and title of the dashboard.

• Name: The name is a unique identifier for the dashboard and cannot be modified for an existing dashboard.
• Title: The title is displayed to the user below the main title bar.

Adding cards to the dashboard

The Add Card pane lists the existing cards in the system. If your system contains many cards, use the search box to filter the list.

To add a card to the dashboard:

1. Hover your cursor on a card in the Add Card pane and click Add. The Card Properties window appears.
2. Complete these fields:
   1. Width: Select or enter the number of squares wide the card will be in the dashboard. This is relative to the width of the other cards in the dashboard.
   2. Height: Enter the number of pixels tall the card will be in the dashboard.
   3. Show Title: Select to show the title of the card in the dashboard.
   4. Show Icon: Select to show the icon of the card in the dashboard.
   5. Show Border: Select to show a border around the card in the dashboard.
   6. View: Select Icon, Text, or Icon with Text.
      • Icon: displays a large icon for each item; best used when each item in the list has a unique and easily identifiable icon
      • Text: displays the title of the item only; best used when the list contains many items

      • Icon  with Text displays a large icon with the title of the item below the icon.

      Note: This option is not available if the card type is Custom HTML.

3. Click Apply. The card is automatically placed in the first place it fits.

To rearrange cards in the dashboard:

1. Click anywhere on a card in the dashboard, except for the edit card or remove card icon.
2. Drag the card to a new location. If you drag the card into a space occupied by one or more cards, they will be shifted automatically.

To remove a card from the dashboard:

1. Click the remove card icon in the top right corner of the card.
2. Click Remove on the confirmation prompt.

To modify the properties of a card on the dashboard:

1. Click the edit card icon in the top right corner of the card. The card properties window appears.
2. Modify the properties, as required, and click Apply.

Note: You cannot change the width or height of the card. To change the size of the card it must be removed and added again.