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Public Dashboards

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

• A public dashboard can only be modified by the original user
• Where a public dashboard has been created by a business partnerBusiness Partner, then the customer will see the owner as "Business Partner created"
• If a user has been deleted, and they were the owner of Public dashboards then those dashboard will remain for users to continue using. (Note that their Private dashboards will be deleted)
• Administrator and Normal Users can copy a public dashboard, and then they will be able to edit their own copy
  Dashboard Only
  • DashboardOnly users can only open and view dashboards where
  the  Sharing
  • 'sharing' is set to Public

  

  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

  Note 1: A DashboardOnly user cannot create a dashboard. They can only only open and view dashboards that another user has created and has sharing set to Public.

  Note 2: Business Partner dashboards created from top menu Administration > Dashboards are only visible to other BP users when made public. Create a dashboard at customer level to share with customer users.

  1. Click on the ‘Add Dashboard’ button on the Dashboards screenlanding page.
  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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