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Configure Personal Dashboards

Updated

Personal dashboards give each user in SmartSimple a consolidated view of data through a collection of cards. Configuring personal dashboards includes enabling access for a role, creating a dashboard, adding and editing cards, and setting a dashboard as a home page. For definitions of each card setting, see Dashboard Card Settings Reference.

Who: Global administrators and users 

When to Use Personal Dashboards

Use personal dashboards when:

  • A visual summary of Universal Tracking Application (UTA)/module data is needed, such as records by type or by status.
  • A reusable view is needed to monitor key metrics without running a report each time.

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Enable Personal Dashboards for a Role

Personal dashboards must be enabled for a role before users in that role can access the Dashboards feature. 

To enable personal dashboards for a role:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Security tab.
  2. Locate the Business Security section, and click System Feature Permissions.
  3. Click the Features tab.
  4. Locate Enable Personal Dashboards, and select the relevant roles from the drop-down menu that should have access to personal dashboards.

Once enabled for a role, all users assigned to that role see the Dashboards option in the User Menu.

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Create a Dashboard

Each user creates and manages their own dashboards. Access to Dashboards requires the role to be enabled first. 

To create a personal dashboard:

  1. Click the User Menu in the upper navigation bar, and then select Dashboards from the drop-down menu.
  2. Click New and select Dashboard from the drop-down menu.
  3. Click the Name field, and enter a name for the dashboard.
  4. Click a grid to choose a layout option, and then click Save.

The layout determines how cards are arranged on the dashboard. Layout options include single-column and multi-column grid configurations of varying sizes. After saving, an empty dashboard displays with a prompt to add the first card.

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Add a Card to a Dashboard

Cards are the building blocks of a dashboard. Each card displays data from a specific entity and record set.

To add a card to a dashboard:

  1. Click the User Menu in the upper navigation bar, and then select Dashboards from the drop-down menu.
  2. Click New and select Card from the drop-down menu.
  3. Click the Title field, and enter a title for the card.
  4. Click the Type field, and select the relevant option from the drop-down menu.
  5. Click the Entity field, and select the relevant option from the drop-down menu.
  6. Enter the relevant information into the remaining fields, and then click Save.

Only record sets that the user has permission to access appear in the Record Set field. When the card Type is set to a chart type such as Bar, Horizontal Bar, or Pie, the X-Axis, Y-Axis, Aggregation, and Customize Chart Colors fields also appear. For definitions of each field, see Dashboard Card Settings Reference.

NOTE  Additional cards, including aggregate counts and list views, can be added to the same dashboard to create a more complete picture of the data. A dashboard can hold as many cards as the selected layout supports.

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Edit a Card

Each card has an edit [pencil] icon in the top-right corner, which opens the card configuration for editing.

To edit a card on a dashboard:

  1. Click the User Menu in the upper navigation bar, and then select Dashboards from the drop-down menu.
  2. Click the down arrow next to the dashboard name, and select the applicable dashboard to edit from the drop-down menu.
  3. Click the edit [pencil] icon in the top-right corner of the card.
  4. Click the relevant fields, enter the necessary edits, and then click Save.

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Set a Dashboard as a Home Page

Any dashboard can be set as the home page, which makes that dashboard the first page displayed at login.

To set a dashboard as the home page:

  1. Click the User Menu in the upper navigation bar, and then select Dashboards from the drop-down menu.
  2. Click the down arrow next to the dashboard name, and select the applicable dashboard to edit from the drop-down menu.
  3. Click the User Menu in the upper navigation bar, and then select Set As Homepage.

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Set a Dashboard as a Portal Home Page

A dashboard can also be set as the home page within a portal view. When configured, the dashboard appears in the main content area of the portal at login, while the navigation icons remain accessible on the left-hand navigation.

To set a dashboard as a portal home page:

  1. Obtain the URL of the dashboard to use as the portal home page.
  2. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Users tab.
  3. Locate the General Settings section, and then click Portals.
  4. Click the edit [pencil] icon next to the name of the relevant portal. 
    • The Common portal is the most regularly used portal for this purpose.
  5. Locate the Portal Page section, and click the Add Portal Page [+] button.
  6. Click the relevant fields, toggle Display As Header Link off, and enter the additional relevant information.
  7. Click the URL field, and replace the placeholder with the /userreport/ur_viewdb.jsp? portion of the dashboard URL and everything that follows it.
  8. Click Save.

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