QMetry Custom Dashboard access depends upon the package you have purchased as mentioned in the table below.
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(A) Add System Gadgets: QMetry System Reports are available to add as System Gadgets. These predefined gadgets can neither be edited nor be deleted. System Gadgets can be drilled down to view the details in tabular form and download it.
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For an added custom gadget, you an can -
View Query
Description of the gadget
Apply Filter
Edit, Download, Remove, and Export through the Cog icon
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(C) Add Shared Gadgets: Shared gadgets are those gadgets which that are shared by other users. The user to whom it has been shared can just view the gadget and export it. They can not edit the gadget shared by other users.
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View Query
Description of the gadget
Apply Filter
Download, Remove, and Export through the Cog icon
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Click Close once you are done adding the gadgets.
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Once a dashboard is shared with the user, they will be able to see that dashboard under the Shared dashboardDashboard tab.
Is Project selected? | Is Role selected? | dashboard is shared with - |
|---|---|---|
Y | Y | All the users with the assigned Role in a particular Project |
Y | N | All the users of all the assigned Projects |
N | Y | All the users with the assigned Role in all the Projects |
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Users: To share the dashboard to individual users, open the Users tab.
Project/Role: To share the dashboard to a particular role/project, open the Project/Role tab.
Sharing
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Dashboard with Co-owner Rights
The user who creates the dashboard /gadget can also add multiple co-owners for those dashboards/gadgets. While sharing a dashboard/gadget, the users/project-roles can be allowed to as a viewer or as editors i.e. co-owners.
Use Case: QA Teams across the projects maintain a reporting template and use them for their internal reporting. This feature allows the team to collaborate in managing the dashboard. It also saves the time and effort required in creating a new QMetry dashboard /gadget every time for different users.
The dashboard /gadget owner can assign single/multiple users as co-owners of the dashboards /gadgets and can delete the dashboard/gadget.
Notes:
Rights of a Co-owner: Editing, deleting the dashboard, adding/removing gadgets on the dashboard, modifying filters of gadgets, sharing dashboards with users/roles or projects, scheduling, or cloning the dashboard.
The details of the user who updated the dashboard last are displayed on the grid view of the dashboard with the timestamp. It is useful to identify editors in case of multiple co-owners for the dashboard.
The dashboard deletion entry is captured in the Audit Log report.
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Steps to assign other users as co-owners of the dashboard/gadget:
1. Open the QMetry Custom Dashboard section and go to the My Dashboards tab.
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Select the Co-owner check box to make the user co-owner of the dashboard/gadget.
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Shared Dashboard
In the Shared Dashboard tab, you can see the list of dashboards shared with you. The dashboards shared with co-owner rights display with the co-owner icon. You can also apply a filter on the record with Co-owner (Yes/No).
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1. Open the Edit Dashboard screen. The screen opens with the three tabs on it: Users, Project/Role, and Embedded URL.
2. Open the Embedded URL tab.
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Open the Edit Dashboard screen and open the Project/Role tab.
Click on the Delete icon for the Project/Role to stop sharing the dashboard with users holding the role in that particular project. The removal will discard the dashboard access to the users who were falling under the selection criteria.
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Clone a Dashboard
Users can copy the existing custom dashboard with all the gadgets added to it. The feature is useful when users want to reutilize the created dashboard with gadgets under it and add more details as per the new specifications. With the Clone Dashboard feature, users do not have to repeat the process of creating a new dashboard and searching and adding the same gadgets all over again. For example, users can create the same dashboard to be shared with Business leadership with different data points.
The dasboard dashboard is cloned with allocated rights. You can still modify the permission assigned to users/roles for the dashboard.
Permissions Required: Users with Report "Modify" rights for the project can create a clone of the dashboard.
Steps:
1. Click on QMetry Custom Dashboard on the navigation bar at the left. The QMetry Custom Dashboards screen opens.
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You can also access the Clone icon from the dashboard header after opening the individual dashboard.
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Once you schedule the dashboards they will be displayed on the Schedules tab. You can edit and delete the schedules by clicking on the respective icons.
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Export Dashboard to PDF
To export the dashboard gadgets to PDF, open the Custom Dashboard and click on the PDF 
icon on the header.
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