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

Elements of a dashboard

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

Out-of-the-box panels

The following panels are provided out of the box:

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.

To customize 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:
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

Perform one of the following actions to add, edit, or delete a panel:

To drill 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 bar).
To see the data and text clearly, rotate the pie chart.

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.