New/Edit Dashboard pane

How to Get There

Click (Dashboards) in the Navigation Pane to open the Dashboard screen. To create a new Dashboard, click Add Dashboard. The Add Dashboard pane appears. Or, to edit one, click an existing Dashboard, toggle Edit Mode to On, then click Edit on the upper left of the Dashboard screen. The Edit Dashboard pane appears.

What it Does

Use this pane to configure Dashboard settings, which include values related to name, time, and accessibility.

NOTE: To learn about adding or editing widgets, see Adding and Editing Widgets.

Options

Name • Description

The name and description of the Dashboard.

Auto-Refresh; Off • On

Set Auto-Refresh to On and specify the interval (in minutes) you want Insite to refresh the data displayed in Widgets from the Data Source. Set Auto-Refresh to Off if you do not want to refresh data from the Data Source at a set interval.

Business Hours; Off • On • Start • End

Set Business Hours to On, and define a Start and End time, if you would like to define business hours. Set to Off to leave Business Hours undefined (the Dashboard operates on a 24x7 basis).

Default Time Range

Select the default time range for Widgets added to the Dashboard.

Edit Rights; Users • Groups

Use this section to select the users and groups who are authorized to edit this Dashboard.

NOTE: To learn about assigning Edit Rights, see Dashboard Edit Rights.

Share With; Users • Groups

Use this section to select the users and groups who are authorized to view this Dashboard.

Guest

Toggle this 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 Configuring Authentication Settings.

Cancel • Save

Click Cancel to dismiss the pane without making changes. Click Save to confirm changes and return to the Dashboard screen.