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Dashboard FAQs

We have listed few common questions that you may need answers to.

How can I rename Dashboard?

Why is Time filter not applicable to some widgets in the Dashboard?

How can I save Dashboards as a template?
OR
How can I duplicate dashboards?

How to assign or restrict access to Unified Dashboard application?

Can I download Dashboard in PDF report format?

 

How can I rename Dashboard?

On the Dashboard page, click the Tools Tools menu menu and select Edit Dashboard option. You can rename the dashboard the name, edit the description of the dashboard.

How can I save Dashboard as a template?
OR
How can I duplicate dashboards?

On the Dashboard page, click the Tools Tools menu menu and select Create Template from this Dashboard option. Provide a name and description and the dashboard is available as a template for you to use. This way you can duplicate dashboards and then edit them as per your need.

Can I download dashboard in PDF format?

You can download dashboard in PDF report format. You could also add pre-defined or custom stamp classification as header to the PDF report.

Select the dashboard to be downloaded and click the Icon to download dashbord in PDF report format.  icon. Select pre-defined or custom stamp classification (optional) to be added as header to the PDF report format. Alternately, click Add new to create custom header text, and then click Download Dashboard.

Note: The Dashboard description is not included in the PDF report.

Why is Time filter not applicable to some widgets in the Dashboard?

If the widgets in the dashboard have widget-level time filter configured, the widget-level time filter takes precedence over dashboard-level time filter. In such cases, the dashboard-level time filter is not applicable to widgets. For information on how to configure widget-level time filter, refer to Configure Widget-level Time Filter.

How to assign or restrict access to Unified Dashboard application?

We provide a pre-defined role named Unified Dashboard User to provide access to the Unified Dashboard application. Once this role is assigned to a user, the Unified Dashboard application is listed in the application picker and user is able to access the application.

To provide the access, you can either assign the predefined role or change the permissions associated with existing role. If you have users with existing roles, you can edit the permissions associated with the role and assign "Unified Dashboard Application Access" permission to an existing role.

By default, the Scanner, Reader, and Unit Manager users are assigned access to the Unified Dashboard application.