Dashboard V2

Role: Administrator.

Minimum Version: Ivanti Neurons for ITSM 2023.4.

Dashboard V2 is the improved Dashboard with modern UI available by default to all the customers. It has all the functionality of legacy Dashboard with visually appealing UI. If an incident or a business object description as some custom HTML that also renders in the Dashboard V2.

Enable Dashboard V2 for legacy users

Adding the Dashboard V2 to a role:

1.Log in to Neurons for ITSM as an Administrator.

2.In the Configuration console, select Users and Permissions > Roles and Permissions, then select the Admin role.

3.Select Top Level Tabs > Home.

4. In the Top Level Tabs window, locate the Home entry, and then click the red cross at the far right of the entry to delete the tab.

5.Select Add New Tab > Dashboard V2.

6.Change the Name field to Home.

7.Select the The Tab Is Initially Visible checkbox. This displays the Dashboards on the Home page.

8.Click Save.

This will change your legacy dashboard view to the new Dashboard V2.

Revert to Legacy Dashboard

1.Log in to Neurons for ITSM as an Administrator.

2.In the Configuration console, select Users and Permissions > Roles and Permissions, then select the role for which you need to revert from Dashboard V2 to legacy Dashboard.

3.Click Top Level Tabs > Delete This Tab > Yes to delete the tab.

4.Click Add New Tab > Dashboard as tab, and configure the tab details with new Name, Hidden Expressions, and Search Tags; then select Add This Tab.

5.Click Save.

This will revert the Dashboard to the legacy view.

Working with Dashboard V2

Tiles

Tiles in the Dashboard V2 workspace gives a snapshot of the user's work. For example, you can create custom tiles that displays the number of open incidents, number of high priority incidents, or the number of security incidents, to retrieve a synopsis of the incidents.

Creating Tiles

1.Log in to Neurons for ITSM as an Administrator.

2.From the Home workspace, click All Dashboards.
The list of all available Dashboards is displayed.

3.Locate the Dashboard entry you want to edit, and then click the Edit icon under the Actions column.
The Dashboard you selected opens in edit mode.

4.From the right-side panel, select the Tiles dropdown, and then click New.
The Tile Editor opens.

5.Enter the following information in the Tile Editor page:

•Name - Enter a contextual name for the primary input.

•Description - Enter a relevant description.

•Tile Type - Select one of the following option:

•Count - Data is displayed as a number. It can be used for displaying the number of open incidents, closed incidents, etc.

• Percentage - Data is displayed as a percentage number. It can used for displaying percentage of closed incidents in a quarter.

•Sum - Data is displayed as a sum total number. It can be used to display the total time spent on incidents resolved.

•Average - Data is displayed as a number by averaging the total. It can be used to display the average time spent on each incident resolution. For example, If the total time spent on resolving 10 incidents were 85 minutes, then average time spent on each incident is 8 minutes and 30 seconds.

•Object - Business Object the tile data is based on. For example, Incident or Change.

•Select Field from Relationship - (Optional) select this checkbox if you are using data in the tile from a related Business Object field of the main Business Objects.
For example, if you want to display the Total Resolution Time, you need to select this checkbox as the data can be fetched from the Incident's related Business Object - Escalation Watch.

•Relationship - Displayed only if the Select Field from Relationship checkbox is selected. Select the related Business Object. Example, Escalation Watch Via Incident Association.

•Field - Select the field of the Business Object from which data is pulled into the tile. Example, TotalRunningDurationInHours.

•Unit of Field - Enter the unit of the field. Example, enter Hours if the data represents time, enter $ if the data represents price.

•Primary Saved Search - This is the first input for the tile. Select a Saved Search, for example, All Active incident or All Open Incidents.

•Show Comparison - Select the checkbox if you want to compare two inputs.

•Secondary Name - Enter a contextual name for the secondary input.

•Secondary Saved Search - Enabled only if the Show Comparison is selected. This is the second input for the tile. Select a Saved Search, for example, All Resolved Incidents or All Closed Incidents.

•Is indirectly related to the primary saved search - Select the checkbox when the Primary Saved Search data is greater than the Secondary Saved Search data and you want it to be displayed as a positive number.

6.Click Save.

The tile get listed in the Tile dropdown in the right-side panel in edit mode of Dashboard.

Add a Tile to a Dashboard

1.Log in to Neurons for ITSM as an Administrator.

2.From the Home workspace, click All Dashboards.

The list of all available Dashboards is displayed.

3.Locate the Dashboard entry you want to edit, and then click the Edit icon under the Actions column.
The Dashboard you selected opens in edit mode.

4.From the right-side panel, select the Tiles dropdown.

5.Select the tile from the list, and then drag it into the Dashboard.

6.Click Save.

It will add the tile to the Dashboard at the same position you dragged the tile.

Remove a Tile from a Dashboard

1.Log in to Neurons for ITSM as an Administrator.

2.From the Home workspace, click All Dashboards.

The list of all available Dashboards is displayed.

3.Locate the Dashboard entry you want to edit, and then click the Edit icon under the Actions column.

The Dashboard you selected opens in edit mode.

4.From the Dashboard, click the icon with the vertical ellipsis on the top-right of the tile you want to remove.

5.Click Remove and click Save.

This will remove the tile from the Dashboard view.

Use Cases of Tiles

Following are the examples or the use cases of different tiles that you can create: