Difference between revisions of "Creating Dashboards"
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#*Check the '''D''' field to default the Dashboard. Note that if a shared Dashboard exists and is set by the sharer as default,no changes will show. | #*Check the '''D''' field to default the Dashboard. Note that if a shared Dashboard exists and is set by the sharer as default,no changes will show. | ||
#*Check the '''S''' field to share the Dashboard with others. Choose the staff to share with in the '''Staff Find One Box''' that appears. | #*Check the '''S''' field to share the Dashboard with others. Choose the staff to share with in the '''Staff Find One Box''' that appears. | ||
| − | #*The '''With | + | #*The '''With''' column will show a count of with whom the Dashboard was shared. |
#*The '''From''' column will show the name of the user who is sharing the Dashboard. | #*The '''From''' column will show the name of the user who is sharing the Dashboard. | ||
#*The'''C''' column will allow the user to copy the Dashboard. | #*The'''C''' column will allow the user to copy the Dashboard. | ||
Revision as of 09:26, 28 June 2019
To get started, the user will first need to create their dashboard page by giving it a name.
- Click on the
, located on the top of the menu bar, and a popup box will appear. 
- Type in the name of the Dashboard in the Name field (i.e. At A Glance, Attendance, the user's name). Click to navigate to the Dashboard.
- Check the D field to default the Dashboard. Note that if a shared Dashboard exists and is set by the sharer as default,no changes will show.
- Check the S field to share the Dashboard with others. Choose the staff to share with in the Staff Find One Box that appears.
- The With column will show a count of with whom the Dashboard was shared.
- The From column will show the name of the user who is sharing the Dashboard.
- TheC column will allow the user to copy the Dashboard.
- To add an additional dashboard pages, the user will simply repeat the process.
- Click on the pencil
, located on the top left corner of the menu bar, and an icon will appear next to it. This is called the Toggle Menu Dock 
. - Click on the Toggle Menu Dock and a popup box will appear at the bottom center of the page. This is where the user can select which graph they would like to view. To remove the Toggle Menu Dock , click it again.
- Click on the drop down to select the area to view available graphs.
- Click on the graph, then drag and drop the graph to the area close to the purple line on the page to view. Each row will accommodate up to three graphs. The number of graphs per dashboard page is unlimited.
- Click on the i to get a setup box to be able to adjust the settings for all graphs on the dashboard page.
Removing Dashboards
- To remove a graph, click in the top right corner of the graph.
- The user will the see a popup box that will ask the user if they want to delete the graph, Ok or cancel.
- To remove the dashboard, click on the trash can in the top right corner of the page. The user will then see a popup box that will ask the user if they are sure they want to delete the dashboard, yes or no.
