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Configuring a dashboard

Updated on October 21, 2022

Increase the productivity of your team by configuring a dashboard that displays relevant data in a convenient form. For example, you can design a workspace that includes a number of insights that help managers oversee work by displaying case status, sales data, and burndown charts.

The dashboard consists of three regions, with the upper part of the screen divided into two columns, and the lower part comprising a single, full-width column region.

Before you begin: Prepare the configurable components:
  1. Open the page that you want to edit:
    1. In the navigation pane of App Studio, click Channels.
    2. In the Current channel interfaces section, click the icon that represents the portal with the page that you want to edit.
    3. On the portal page, on the Content tab, click the Landing pages category.
    4. In the Landing pages pane on the left side of the screen, click the page that you want to edit.
  2. Edit the page by doing any of the following actions:
    • To change the name of the page, in the Page title field, enter the updated page name.
    • To change the icon that is associated with the page, next to the Page title field, click Choose icon, and then select an image that you want to use.
    • To add an insight, view, or a widget to the page, click Add, and then select the UI component that you want to add.
      Note: The view menu contains list views that you defined in the application. In hybrid applications, the widget menu contains only Cosmos React widgets.
    • To remove a widget or a view from the page, click Remove.
  3. In the Filters section, click Add, and then select which filters you want to make available to the users of the dashboard.
    Note: The filters apply to the insights on the dashboard. The top level of filters contains filters based on common fields, such as case status. The case sub-menu contains filters sourced from the fields in the insights on the dashboard. If a filter is based on a field that is not used in all insights, the system applies that filter to the insights that have that field. The other insights ignore that filter.
    Filter menu
    Top menu with common filters, such as Save Date. Bottom menu with Home mortgage sub-menu for filters sourced from insights.
For example: Sample dashboard with widgets illustrating sales data.
Dashboard with insights
Dashboard with two charts and an overview.

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