Add a dashboard and dashboard blocks
By default a dashboard is filled with a number of blocks. We call this the system dashboard. This standard system dashboard cannot be modified.
Since multiple blocks are displayed on a dashboard, a structure is needed to determine their appearance. This structure, we call Views. A view is a collection of settings. By creating a new view you determine which blocks are displayed and in which layout. Blocks can be arranged so that they are displayed across the entire width of the page, side by side or below each other.
Views
One or more personal views can be created for each dashboard. A view is used to configure a dashboard to suit your personal needs. To create a new view (dashboard), follow the steps below:
- Click on the 'Views' button that is shown in the top right corner of each dashboard.
- Once you click on it, a sub-menu opens in which any already accessed views appear above the line and, below the line, the ‘Manage dashboards’ link.
- Clicking on one of the available views will change the dashboard and display the blocks as they have been setup for that view.
- Clicking on the ‘Manage dashboards’ link will open a dialog where you are able to modify the already existing view or to add a new view.
- It is also possible to make a copy of the system dashboard and then modify it.
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Manage dashboards |
Explanation |
|---|---|
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Name |
Give the view a name. |
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Type |
Displays 'System' if it is a standard system dashboard or 'User' if it is a view created by the user. |
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Default |
Select the view that should be used by default. Only one view can be set as the default. |
|
Layout |
Select the number of columns you would like to place inside the blocks. Selecting, for example, the 2-columns layout will place two blocks side by side. |
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Display rules |
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Shares |
This gives the ability to share a dashboard with other users or user groups. Click in this filed to adjust the sharing. You can share a view with Everyone, a Group or User. If you choose Group or User, a second selection field will appear where you specify the group or user you wish to add. You may only enter 1 group or 1 user. Choose the group or user and then click the green + button, followed by Save. ‘Shared’ appears if this view is already shared. Hovering the cursor over the word ‘shared’ displays who the view has been shared with. |
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Action |
Allows a View to be copied, deleted, configured or used. |
Add a dashboard block
Open the dashboard that you want to adjust. In the top right of the screen, click on the ‘Views’ dropdown button and then on 'Manage dashboards'. In the ‘Action’ column of the dashboard you want to adjust, click on the button 'Configure blocks on dashboard'. Click on '+ Add a block' and a list with available blocks will be displayed. Choose one by clicking on it and it will be placed in the dialog. The block can be deleted or displayed in a different width. You can move a block by clicking on the block title, and while holding down the mouse, drag the block to the desired location. Are all the blocks set to your liking? If so, click on 'Save' and then in the ‘Action’ column click on ‘Use dashboard’ and check the result.
Default system dashboards cannot be modified. You need to first create your own view (dashboard).
