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:
| Element | Description |
|---|---|
| Panel | Panels are used to display your assigned records and other key data. By using the panels, you can:
|
| 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:
|
| Auto Refresh | Refresh 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:
| Panel | Description |
|---|---|
| All Open Tickets | Displays details about all the open tickets. |
| My Assignments | Displays details about your assignments. |
| My Assignments that are past Due Date | Displays details about your assignments that have missed the due date. |
| My Tickets | Displays details about tickets assigned to you. |
| My Tickets sorted by Due Date | Displays details about tickets assigned to you sorted by the due date. |
| My Tickets that are past due | Displays 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 Date | Displays details about tickets and assignments assigned to you sorted by their due date. |
| Tickets marked for follow-up | Displays 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
- On the header bar, expand the hamburger menu
and select Dashboard. - To configure a panel, click Settings
above the desired panel. - In the Panel Configuration dialog box, perform the following actions:
- From the Chart Views, select a desired view.
- In the Chart Title field, enter a name for the panel.
- From the Chart Fields, select a field to display the field data on the panel.
- From the Chart Type field, select the chart type for the panel.
- From the Auto Refresh field, select the refresh rate.
The default rate is 30 minutes. - 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
| Action | Click |
|---|---|
| To add a new panel |  |
| To edit a panel | |
| To delete a panel |  |
Drilling down into panel data
- On the header bar, expand the hamburger menu and select Dashboard.
- 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. - (Optional) To view detailed information about a record, click the required record and it opens in an edit mode.
Comments