Working with Dashboards

You can create as many dashboards as you need to. Also, you can change a dashboard's layout and settings any time after adding it by customizing it.

1. In the Navigation Pane, clicktap Dashboards. If the menu is hidden, hover over the Navigation Pane to expand it.

2. ClickTap Add on the Dashboards page.

3. Type a unique Name.

4. ClickTap the Shared button to "On" to allow others to view this dashboard.

5. ClickTap the Guest button to "On" to allow users who log on with the Guest profile to see this dashboard. The only thing Guest users can do is view dashboards marked as Guest. For more on the Guest profile, see the HelpSystems Insite User Guide.

6. Select a Layout option.

7. ClickTap Save.

After you create the dashboard, you need to add widgets to it.

One easy way to customize a dashboard is to rearrange the widgets on it. Simply clicktap and hold the widget title bar and drag it where you want it. However, keep in mind that if you're going to view this on a mobile device, the widgets will display in order by column (first, second, third).

For other changes:

1. In the Navigation Pane, clicktap Dashboards. If the menu is hidden, hover over the Navigation Pane to expand it.

2. ClickTap the dashboard name.

3. ClickTap Customize.

4. Type a new dashboard Name.

5. ClickTap the Shared button to "On" to allow others to view this dashboard.

6. ClickTap the Guest button to "On" to allow users who log on with the Guest profile to see this dashboard. The only thing Guest users can do is view dashboards marked as Guest. For more on the Guest profile, see the HelpSystems Insite User Guide

7. Select a different Layout.

8. ClickTap Save.

Note: You can only customize dashboards that you've created. Shared dashboards created by another user are view-only.

You can delete one or more dashboards at the same time. However, you can only delete dashboards that you've created. Shared dashboards created by another user are view-only.

1. In the Navigation Pane, clicktap Dashboards. If the menu is hidden, hover over the Navigation Pane to expand it.

2. Select (check) the dashboards to delete.

3. ClickTap Delete.

4. ClickTap Delete again to confirm.

5. ClickTap Save.