Customizing Dashboards and Widgets
The dashboard views are customizable. You can change the dashboard layout, add/remove widgets, and rearrange the widgets.
To customize the widgets on a Dashboard tab:
1.Display the required dashboard tab. For example, the Overall tab.
The inclusion of individual menus and tabs will reflect all loaded licenses. Your view may differ from that shown above.
2.Click the Enable Edit mode icon (
) on the top-right of the tab.
A widget layout summary for the dashboard appears. For example, for the Overall tab:
3.(Optional) Click Add New Widget (
) to add a widget to the current layout, see Adding a New Widget.
4.(Optional) Click Edit Dashboard (
) to select a new layout, see Editing the Dashboard Layout.
5.(Optional) Rearrange the current widgets by dragging a widget using its Change Widget Location (
) handle.
6. (Optional) Change the settings for a widget by clicking its Edit Widget Configuration (
), see Editing Widget Configuration.
7.(Optional) Remove a widget by clicking its Remove Widget control.
8.(Optional) Click Undo Changes (
) to reset all unsaved changes and close the layout summary.
9.Click Save Changes (
) to save all changes and close the layout summary.
Adding a New Widget
To add a new widget to a dashboard tab:
1.Display the required dashboard tab. For example, the Overall tab.
2.Click the Enable Edit mode icon (
) on the top-right of the tab.
A widget layout summary for the dashboard appears.
3.Click the Add New Widget (
) control.
A list of widgets appears. For example:
4.Select the required widget.
The selected new widget is added to the top of the layout summary.
5.(Optional) On the widget layout, change the settings for the widget by clicking its Edit Widget Configuration (
) control, see Editing Widget Configuration.
6.(Optional) Click Undo Changes (
) to reset all unsaved changes and close the layout summary.
7.Click Save Changes (
) to save all changes and close the layout summary.
Editing the Dashboard Layout
To change the layout of a dashboard tab:
1.Display the required dashboard tab. For example, the Overall tab.
2.Click the Enable Edit mode icon (
) on the top-right of the tab.
A widget layout summary for the dashboard appears. For example, for the Overall tab:
The inclusion of individual menus and tabs will reflect all loaded licenses. Your view may differ from that shown above.
3.Click the Edit Dashboard (
) icon. A display of available layouts appears.
4.Select the required layout from the displayed list and click Close.
The widget layout is rearranged to reflect the new layout. For example, to a two-column layout.
5.(Optional) Click Undo Changes (
) to reset all unsaved changes and close the layout summary.
6.Click Save Changes (
) to save all changes and close the layout summary.
The dashboard layout updates to reflect the selected layout.
Editing Widget Configuration
To change the configuration of a widget:
1.Display the required dashboard tab. For example, the Overall tab.
2.Click the Enable Edit mode icon (
) on the top-right of the tab.
A widget layout summary for the dashboard appears.
3.Locate the widget you want to configure.
4.Click the Configure Widget (
) control for the widget. For example:
A dialog appears which displays all configurable options for the widget.
5.Make the required changes and click Apply.
6.(Optional) Click Undo Changes (
) to reset all unsaved changes and close the layout summary.
7.Click Save Changes (
) to save all changes and close the layout summary.
Controlling Widget Presentation
You can control individual widgets to control the way that each presents its information:
Widgets: Tabular Only
A widget that only includes tabular information appears as follows:
Click Export to save the contents of the table as a Comma Separated Value (CSV) file, see Exporting Dashboard Information.
Widgets: Mixed Tabular and Graphs
A widget that includes both tabular and graph information appears as follows:
In this widget:
•Click Graph (
) to switch to a specific line graph view. There may be multiple graphs for a widget.
•Click Pie Chart (
) to switch to a specific line graph view. There may be multiple charts for a widget.
•Click Table (
) to switch to a specific line graph view. There may be multiple tables for a widget.
•Click Download (
) to save the contents of the table as a PDF file, see Exporting Dashboard Information.
Widgets: Graph Only
A widget that only includes graph information appears as follows:
Click Download (
) to save the contents of the table as a PDF file, see Exporting Dashboard Information.