1.2.3 Dashboard

The Dashboard provides a high-level view of results, in the form of Indexes, Summaries or by Rules. These are collectively known as elements. See the Dashboard Elements topic for further information.

Dashboard Administration is used to control user access to the Dashboard and to configure the Indexes, Summaries and Rules. The My Dashboard view is subdivided into Indexes, Summaries and Rules areas.

You can drill down through Indexes and Summaries by clicking on the name of the element. Alternatively, select an element and click the Graph icon on the right for a graphical view.

Note:

The contents of the window depend on the permission level of the user viewing it.

Each Rule is followed by the name of the Summary it is contained within. Click this name to display all the Rules within that Summary.

Customizing the View

To move an element within its area, select it and click the Up and Down arrows in the toolbar of the area.

To remove an element, select it and click the cross at the top of the area.

Adding an Index or Summary to the View

If there are Indexes or Summaries that have yet to be added, the drop-down box displayed on the top-left of the window allows you to add the same.

Select the required Index or Summary and click Add.

Adding Rules to the View

To add rules to the view:

1. Click on a Summary. A full list of Rules within the Summary is displayed.

2. Select the Rule and click the pin button.

3. Repeat as required for other rules.