Accessing Dashboards

Proceed as follows

1. Navigate to Admin > Dashboards on the side navigation.
   → The Dashboards configuration page is displayed and shows a list of the existing dashboards, as well as the main configuration actions - adding a dashboard, editing a dashboard, and deleting a dashboard.

Prerequisites

To execute the following actions, you have to be assigned to the Manager role or higher.

Adding a dashboard

To create a new dashboard, follow these steps:

1. Click the Add Dashboard button.
   → The Update Project's Dashboards dialog is displayed, as on the screenshot below.

1. Enter a Technical Name for the dashboard.

2. Enter a Label.

3. In the Required Roles drop-down list, select one or multiple roles of users who are allowed to configure this dashboard.

4. In the Layout drop-down list, select whether the dashboard should be displayed in a column-based view, free-floating grid or compact grid.

   If you select Column-based, the size of the widgets can be set on the configuration page.

   If you select Free-floating grid, the widgets can be arranged as desired.
   

   If you select Compact grid, there will be no horizontal space between widgets.
   

   You can also convert existing dashboards to the grid-based layout. Dashboards with the grid-based layout cannot be converted back to the column-based layout.

   For more information on how to work with the grid-based layout, refer to Arranging widgets in the grid-based layout.

5. Click the Save button.
   → The dashboard is added to the dashboard list.

Editing a dashboard

To edit a dashboard:

1. Click the Edit icon on the right of the respective dashboard on the list of dashboards.
   → The Update Project's Dashboards dialog is displayed, where you can edit the relevant fields and Save your changes.

Removing a dashboard

To remove a dashboard:

1. Click the Delete icon on the right of the respective dashboard on the list of dashboards, as on the screenshot above.
   → This is not an immediate action and you will be asked for confirmation.

2. Click Confirm to delete the dashboard.
   
   

   

Managing dashboard widgets

Once you have created a dashboard, select it on the list of dashboards and then click the Add Widget button to start adding widgets to it.

→ Refer to Working with widgets.

Embedding a dashboard

Dashboards can be embedded in external websites with iFrame codes.

To do that, select the dashboard on the list of dashboards and then click the Embed button.

→ Refer to Embedding a dashboard.

Adding a Dashboard menu item to the main menu

If you need to add one or multiple dashboards to the main menu:

• Refer to 4101675909 to understand how the custom menu works.

• Add one or multiple entries as described in 4107926194, for example:
  

  • Add one Page type entry with Dashboard content type for each dashboard that you would like to link.

  • Add one Node type entry to group these Page type entries.