Manage Dashboards

To add a page with a custom set of views, create a custom dashboard. To modify the views or layout, edit an existing dashboard. To use an existing dashboard as a template, copy the dashboard.
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HID_Create_a_Custom_Dashboard
To add a page with a custom set of views, create a custom dashboard. To modify the views or layout, edit an existing dashboard. To use an existing dashboard as a template, copy the dashboard.
Create a Dashboard
To add a new dashboard to the dashboard menu, create a dashboard. This procedure requires the Create a Dashboard role right.
Follow these steps:
  1. Click the
    Dashboards
    tab.
    A list of available dashboards appears. Each pane on the page corresponds to a menu.
  2. Click
    Add Dashboard
    next to the menu where you want the new dashboard to appear.
  3. Complete the following fields:
    • Dashboard Menu
      The menu where the dashboard appears
    • Menu Item
      The name of the dashboard in the menu
    • Dashboard Title
    • The name that appears at the top of the dashboard
  4. Select a layout template for the dashboard. Each layout treats the page as a table with rows and columns for views. The Layout buttons indicate the number of views in each column and row on the page. Select a layout before you add views.
    Some views, such as scorecards, MultiView, and MultiTrend views, include a lot of detail and require more screen space. These views do not render well in layouts with more than one column.
  5. Click and drag views to the page layout. The maximum number of views per dashboard is 25.
    To customize the view settings, click the Edit (gear) icon for the view.
    For more information about configuring views, see Customize Views.
    To limit the list of views, click
    Select Context
    , and select a group, item, or device. Views that you add to the layout are pinned to the selected context.
  6. Click
    Save
    .
    The dashboard is saved, and is added to the selected menu. 
    The dashboard page refreshes to reflect your changes. The changes persist across login sessions.
Edit a Dashboard
To add or remove views, or rearrange views, edit a dashboard.
This procedure requires one of the following role rights:
  • Administer Shared Dashboards
  • Create a Dashboard
Follow these steps:
  1. Use the
    Dashboards
    tab to access the dashboard that you want to edit.
  2. Click the
    More
    menu in the upper right corner, and select
    Edit Dashboard
    .
  3. Edit the dashboard as required.
  4. Click
    Save
    .
    The dashboard reloads and shows the new settings.
Copy a Dashboard
To use an existing dashboard as a template for a new dashboard, copy the dashboard.
This procedure requires the Create a Dashboard role right.
Dashboards in your My Dashboards menu can be copied only within your My Dashboards menu. You cannot copy a dashboard from your My Dashboards menu to another menu.
Follow these steps:
  1. Open the dashboard that you want to copy.
  2. Click
    More
    in the upper right corner, and click
    Copy Dashboard
    .
  3. Select the dashboard menu where you want the copied dashboard to appear.
  4. Specify the name for the dashboard in the dashboard menu.
  5. Specify the title that appears at the top of the dashboard page.
  6. Click
    Save
    .
    A copy of the dashboard is created. The new dashboard opens.