Dashboards

introduction a dashboard is a collection of selected reports used to provide a single of pane of glass visibility across processes you manage there can be more than one dashboard created and its visibility can be restricted to different roles and groups as required examples of dashboards include cio showing performance of the itsm processes service desk showing incident/request based statistics agent showing statistics of tickets assigned to them and their groups asset management showing statistics of hardware and software assets create a dashboard to create a new dashboard at the top menu bar of your servicely environment’s webpage, you’ll find a “dashboard” dropdown menu to the left of your logged on user’s first name left click and expand the dropdown menu and you will see a “create dashboard…” menu item ( (new in 1 8) in situations where you want to limit who can see the “create dashboard” option in the dashboard dropdown, you can add/modify the application “dashboard create role required” to only let people with a specific role see it (such as “administrator” or “itsm agent” in the value)) 2\ left click on the “create dashboard…” menu item and you will be taken to a “report dashboard” definition screen where you can set some of the fields true left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type visibility restrictions a dashboard’s visibility can be restricted by a combination of true left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type below is a servicely screenshot of the dashboard configuration page where you can update the dashboard’s security/visibility restrictions update a dashboard’s layout and content once a dashboard is created, you can then start setting up its layout and add reports onto it to do this, view the dashboard, e g from the dashboard’s dropdown menu at the top of your screen and left click on the dashboard that you want to view on the bottom left of the dashboard’s view screen, you’ll see “edit” button if you have permission to edit it on the resulting screen, you may start adding a “layout” or a “report” element by left clicking on your selection and then dragging and dropping it onto the desired location on the dashboard please refer to the “user interface elements” section for more details about “layout” and “report” after every drag and drop, you will need to configure it such as for tabs, how many tabs and what are the labels, and for reports, what report to show when you have completed your changes, you can click the “save” button to save your changes to update an existing element on your dashboard go to the edit view of your dashboard, refer to the start of this section hover over your mouse pointer above the element you would like to update what you can do true left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type user interface (ui) elements (layout and report) there are various ui elements that are supported on the servicely dashboard the following sample report shows a combination of some of them layout elements true left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type report elements true left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type update a dashboard’s definition to update a dashboard’s name, description or the visibility restrictions, go to the dashboards menu links true left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type you will then need to select the dashboard you want to update and you can update the relevant fields same way as creating a new dashboard administrative roles the following are the different system roles applicable to dashboards true left unhandled content type left unhandled content type left unhandled 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