Configure Dashboard
You can configure your dashboard individually for each location/group. Additionally, you can apply your configured dashboard to all your locations/groups. See “Dashboard Presets” below for details on how to do this.
Configuring dashboard
After activating the dashboard, refresh the page for it to appear in the main menu on the left.
- If you have never configured your dashboard before, click “Start”.
- To customize an existing view, click “Customize”.
All available key performance metrics are now displayed on the right-hand side. Click on a metric to integrate it into your dashboard.
Once selected, you can adjust the position and size of the charts. Any changes you make will be reflected in real-time on the left-hand side. When you’re satisfied with your layout, click “Save”.
Setting position/row
By default, key performance metrics are arranged based on the order in which they were added and the available space. However, you can use the dropdown menu to specify the order (i.e., which row) in which a metric should be displayed.
Setting size
You can manually adjust the size of each selected metric. The default size is 3 out of 12 units, which is the smallest available option. A value of 12 represents the full width of the dashboard, and you can choose any size between these values.
Dashboard presets
If you have access to more than one location/group, you can apply a fully configured dashboard from one location/group as the preset for all others.
To do this, activate the preset function by checking “Is default?”, then save the configuration.
Important:
- Presets apply only to locations/groups that have not yet been configured.
- Once you modify and save a configuration for a specific location/group, the preset will no longer affect it.
- If you deactivate the preset checkbox, locations/groups that have not been configured separately will display no dashboard.
