Customizing panels of a dashboard to view key data

A dashboard in Track-It! enables you to view a consolidated list of all your assigned records and other key data. You can add a set of predefined panels that are provided out of the box to the dashboard. If your system administrator has granted you permission to use dashboard, you can also create specific panels that are designed to meet your business requirements. For example, you can configure a panel to view the tickets that are assigned to you or tickets that are in the open status.

By configuring the panels on the dashboard, you can:

  • Create custom charts based on the views on the Help Desk
  • Configure a dashboard for each group that you belong to
  • Configure a maximum of 12 panels on your dashboard
  • Display data in a pie chart, line chart, or bar chart
  • Export the panel data in PNG format
  • Configure a custom refresh rate for each panel or manually refresh the dashboard panel

The following topics are provided:

Elements of a dashboard

A dashboard in Track-It comprises of the following elements:

ElementDescription
Panel

Panels are used to display your assigned records and other key data. By using the panels, you can:

  • Configure custom panels to display the required data
  • Configure a maximum 12 panels on a dashboard
  • Display only one chart on each panel
  • Drag to change the size of a panel
  • Drag to change the order of panels
Chart Views

A chart view shows a list of records based on parameters used to configure a view on the Help Desk. For example, you can configure a view to show tickets assigned to a particular group.

For more information, see Defining views and performing actions on Help Desk.

Chart Fields

You can select a field to display the related details on a chart of a panel. For example, you can configure a panel to show the tickets assigned to you based on Priority.

The fields that are shown in the Chart Fields list, are same as the fields available on the Help Desk. For more information, see Defining views and performing actions on Help Desk.

Chart Types

The data on the panel can be displayed in one of the following chart formats:

  • Pie
  • Bar
  • Line
Auto RefreshRefresh your panel data after a configured interval of time. The default refresh rate is 30 minutes.

Out-of-the-box panels

The following panels are provided out of the box:

PanelDescription
All Open TicketsDisplays details about all the open tickets.
My AssignmentsDisplays details about your assignments.
My Assignments that are past Due DateDisplays details about your assignments that have missed the due date.
My TicketsDisplays details about tickets assigned to you.
My Tickets sorted by Due DateDisplays details about tickets assigned to you sorted by the due date.
My Tickets that are past dueDisplays details about the tickets that have missed the due date,
My Work (Tickets & Assignments)Displays details about your tickets and assignments.
My Work sorted by Due DateDisplays details about tickets and assignments assigned to you sorted by their due date.
Tickets marked for follow-upDisplays details about the tickets that are marked for follow-up.

Note

These panels are also available as out-of-the-box views on the Help Desk. For more information, see Defining views and performing actions on Help Desk.

Customizing a panel on your dashboard

  1. On the header bar, expand the hamburger menu  and select Dashboard.
  2. To configure a panel, click Settings above the desired panel.
  3. In the Panel Configuration dialog box, perform the following actions:
    1. From the Chart Views, select a desired view.
    2. In the Chart Title field, enter a name for the panel.
    3. From the Chart Fields, select a field to display the  field data on the panel.
    4. From the Chart Type field, select the chart type for the panel.
    5. From the Auto Refresh field, select the refresh rate.
      The default rate is 30 minutes.
    6. Click Apply.

    Note

    To change the chart type dynamically, from the chart icons () on the panel, click the required chart type icon.

Adding, editing, or deleting a panel

ActionClick
To add a new panel
To edit a panel
To delete a panel

Drilling down into panel data

  1. On the header bar, expand the hamburger menu  and select Dashboard.
  2. Navigate to a panel and click a chart element (pie, line, or a bar).

    A list of records is displayed in a pop-up window. The fields displayed in the pop-up window are the same as the fields displayed on the list view on the Help Desk.
  3. (Optional) To view detailed information about a record, click the required record and it opens in an edit mode.

Related topic

Defining views and performing actions on Help Desk

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