Dashboard

The dashboard provides a complete view of the system in your environment and helps spot trends in real time. Each Dashboard User Interface (UI) element can instantly provide additional data insights, including a platform to create reports using the preconfigured widgets available on the dashboard.

To manage the dashboard, perform the following steps:

  1. On the main menu bar, Click Dashboard. The Dashboard screen appears.
    Figure 1. Dashboard
  2. Dashboard filters allow users to narrow the range of one or more reports on the active Dashboard tab. This filter lets you select a specific time frame, such as last month, this month, last quarter, or a range of dates.
  3. To configure a specific report, select the Organization from the drop-down list, select the Module then select the time frame from the Calendar, and then select the date range in the From Date and To Date fields.
    Figure 2. Period
  4. Click Apply.
  5. These selections will recompile the data that appears in any report that is associated with the date filter. All data beyond the selected range is excluded.
    Figure 3. Widget
  6. You can use predefined widgets under the Dashboard Filters tab to add new widgets and modify or remove existing widgets from the organization.
    Figure 4. Dashboard Filter