Creating and customizing dashboards

As a reporting administrator or editor, create and customize dashboards based on your business needs. These dashboards fetch data from various data sources. They provide different types of visualizations that help you analyze, measure, and monitor data to draw meaningful insights.

Related topics

Roles-and-permissions

Copying-and-customizing-an-out-of-the-box-dashboard

Configuring-dashboards-with-additional-customizations

Let's say you are a tenant administrator who wants to obtain the high-level details of the IT service requests that are logged in the system. Create a dashboard that will obtain data for the IT service requests that are logged from various data sources. The following process chart provides the steps for creating the dashboard.

flow_chart_custom_dashboards_22_1_01_latest.png


Perform the following tasks to create and customize the dashboard:

Task

Action

Reference

1

Create a dashboard and configure its panels.

2

Build dashboard queries based on the various available query types.

3

Select and configure a visualization plug-in from the available out-of-the-box visualization plug-ins.

4

Configure filters, annotations and drill-through links for your custom dashboards.

5

Share dashboards or panels as link, PDF, snapshots or JSON object.

6

Schedule automatic distribution of dashboard reports via email.


 

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