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Public Dashboards

A dashboard can be made "Public" so other users can view it. These can be created by customer users or by business partners for their customers to use.

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Note: Business Partner dashboards created from top menu Administration > Dashboards are only visible to other BP users when made public

Auto-start for Dashboards

Where auto-start is selected on a dashboard, users may be required to allow pop-ups. Click on the pop-up Icon in the browser and select "Always allow pop-ups and redirects from ..."

To Create a Dashboard

1. Click on the ‘Add Dashboard’ button on the Dashboards screen.
2. Populate Add Dashboard fields and then click OK.
   • Name – The Name of the Dashboard
   • Sharing – Private or Public
     1. If Private only the Owner can view the dashboard
     2. If Public other users can view the dashboard. Other users can then Open or Copy the dashboard but cannot Edit or Delete it
   • Owner – Defaults Users name here and cannot be edited.
   • Description – an optional field that describes the contents or use
   • Tick box – Allows the Dashboard to Auto Start when the owner logs in. If selected this Dashboard will automatically open in a second browser tab when the owner logs into VSM
     1. On first Logon you will need to allow pop-ups, to enable your dashboards to start automatically on log in.
3. You have created a new dashboard name.
4. Select the new name, right click to Open Dashboard and then add required dashlets.

To Add a dashlet to your Dashboard

1. Click on the + symbol at the bottom of your dashboard page, and the ‘Add Dashlet’ pop up appears. Select as many of the dashlets as you desire by clicking on the icon representing each dashlet.
2. Select Done
3. Click on the Setting cog
4. Select each item on the left-hand panel for each dashlet and populate with required information from the drop-down boxes.
   1. Where there are optional selectable panels in the Layout panel, tick box if required.

To Open a Dashboard

Right click on the dashboard name and select Open Dashboard from the Menu

Note: A DashboardOnly user will only have Open Dashboard as an option

To Edit a Dashboard Name

Right click on the dashboard name and select Edit Dashboard from the Menu

To Copy an existing Dashboards

Right click on the dashboard name and select Copy from the Menu

To Delete a Dashboard

Right click on the dashboard name and select Delete Dashboard from the Menu

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