Dashboard FAQs

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

On the Dashboard page, click the Tools 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 needed.

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

Select the dashboard to download, then click the  icon. Select pre-defined or custom stamp classification (optional) to add as a PDF report format header. Alternatively, click Add new to create custom header text, then click Download Dashboard.

The Dashboard description is not included in the PDF report.

If the widgets in the dashboard have a widget-level time filter configured, the widget-level time filter takes precedence over the dashboard-level time filter. In such cases, the dashboard-level time filter does not apply to widgets. For information on configuring widget-level time filters, refer to Configure Widget-level Time Filter.

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 displayed in the application selector, and the user can access it.

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

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