QMetry Custom Dashboard access depends upon the package you have purchased as mentioned in the table below.
Package | View Custom Dashboard | Add System Gadgets to Custom Dashboard | Add Gadgets created using QMetry Insights (Custom Gadgets) |
|---|---|---|---|
Base | Y | Y | N |
Advanced Report | Y | Y | Y |
Overview
Custom Dashboard lists all the dashboards that you have created or that are shared with you. Custom Dashboard is divided into two sections:
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You can perform the following operations on the Custom Dashboard.
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(B) Add Custom Gadgets: Custom Gadgets are the list of gadgets created by the logged-in user. The owner of the custom gadget can edit the custom query/logic directly from the dashboard. These custom gadgets can be edited as well as deleted. Custom Gadgets can be drilled down to view the details in tabular form and download it.
Notes:
The drill-down functionality is implemented only for Visual Reports. Hence, the gadgets created with Visual Reports will have drill-down capabilities.
Cross-project charts are not supported for drill-down.
For an added custom gadget, you can -
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Once a dashboard is shared with the user, they will be able to see that dashboard under the Shared Dashboard 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 |
A shared dashboard will be read-only for the users with whom it has been shared. Users will not be able to apply or view any filters in the reports of the dashboard.
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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 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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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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