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QMetry Custom Dashboards
- 1 Introduction
- 2 Access Rights
- 3 Features
- 3.1 Add Dashboards
- 3.2 Share Dashboard with Users
- 3.2.1 Add Dashboard Screen
- 3.2.2 Edit Dashboard Screen
- 3.2.3 Share Dashboard by Adding Users
- 3.2.4 Share Dashboard by Project/Role
- 3.2.5 Share Dashboard through Embedded URL
- 3.2.6 Share Dashboard with Co-owner Rights
- 3.2.7 Assign Co-owner while Deactivating Users
- 3.2.8 Super Admin Sharing Dashboards
- 3.2.9 View Shared Dashboards
- 3.3 Unshare a Dashboard
- 3.4 Clone a Dashboard
- 3.5 Rearrange and Resize Gadgets in Dashboard
- 4 Remove a Gadget
- 5 Download Gadget
- 6 Global Filters
- 7 Filter Gadgets
- 8 Edit Gadgets
- 9 Schedule Custom Dashboard
- 10 Export Dashboard to PDF
- 11 Refresh/Sync Custom Dashboard
Introduction
QMetry Custom Dashboard lists all the dashboards that the user has created or are shared with the user. This feature can be accessed from the left panel on the home screen.
Custom Dashboard has two tabs:
My Dashboard: Displays dashboards created by the user. Users can edit, delete, schedule, and share their own dashboards.
Shared Dashboard: Displays dashboards shared with the user by others. Users can view these dashboards but cannot perform any other operations on them.
The Custom Dashboard offers an easy-to-use interface for organizing custom gadgets in sequence. The dashboard automatically generates "best-fit" charts to display the report data.
A Custom Dashboard can be either Public (shared with other users) or Private (not shared with other users). By default, it remains private when created.
Access Rights
QMetry Custom Dashboard access depends upon the package purchased. Packages are mentioned in the table below.
User Role and Rights:
QMetry Custom Dashboard module will only be visible if the user has the View rights for Report.
Users can create, edit and clone dashboards only if they have the Modify rights for Report.
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 |
Features
QMetry allows users to perform various operations on custom dashboards, including - adding, sharing, cloning, rearranging, removing, downloading, filtering, editing, scheduling, exporting, and refreshing/syncing.
Add Dashboards
A Custom Dashboard can be created using system gadgets, custom gadgets, or shared gadgets. To add a new dashboard, these are the steps:
1. Click on QMetry Custom Dashboard on the navigation bar.
2. On the ‘My Dashboard’ tab, click on the New button to add a new dashboard.
Enter a name for the dashboard, assign access permissions, and click "Create Dashboard."
Notes:
QMetry Custom Dashboards cannot be created with duplicate names.
To share the dashboard, add users in the ‘Access’ section by entering their usernames in the "User" tab or by specifying a project or role in the 'Project/Role' tab to grant group access.
The user can add System Gadgets, Custom Gadgets, or Shared Gadgets to the custom dashboard by navigating the tabs and clicking on the '+' sign.
(A) Add System Gadgets: QMetry System Reports are predefined gadgets that cannot be edited or deleted. The drill-down feature enables the user to view details in a tabular format or download them.
(B) Add Custom Gadgets: Custom Gadgets are user-created gadgets which the user can edit or delete directly from the dashboard. Custom Gadgets can be drilled down to view details in tabular form and downloaded.
The drill-down functionality is implemented only for Visual Reports. Cross-project charts are not supported for drill-down.
Users can perform the following operations in the custom gadget -
View Query
Description of the gadget
Apply Filter
Edit, Download, Remove, and Export through the Cog icon ().
(C) Add Shared Gadgets: Shared gadgets are those created and shared by other users. Recipients can view and export these gadgets but cannot edit them.
The logged in user can perform the following operations:
View query
View description of the gadget
Apply filter
Download, remove, and export using the Cog icon ().
Click Close after adding the gadgets.
To add more gadgets to an existing dashboard, open the dashboard and click the Add Gadgets button. Click the + icon to add a gadget to the dashboard. Users can add multiple gadgets at once and can also add the same gadget multiple times.
Share Dashboard with Users
The creator of a dashboard can share it with other users. Once shared, the dashboard will appear under the Shared Dashboard tab of the recipients.
Notes:
The shared dashboard will reflect the filters applied by the creator.
It will be in read-only mode for recipients and cannot be edited via UI or API.
The shared dashboard can be exported in PDF. Individual gadgets on the dashboard can further be exported as CSV.
Users can switch the display view between chart and tabular formats, but these changes will not be saved.
Users can share the dashboard from -
(A) Add Dashboard screen
(B) Edit Dashboard screen
Add Dashboard Screen
Users can share a dashboard with other members during its creation by adding their usernames or specifying the project, and role. For more details, refer to the "Add Dashboard" feature mentioned above.
Edit Dashboard Screen
Users can share dashboards from the edit dashboard screen in three ways:
Share Dashboards by Username: Share the dashboard with individual user.
Share Dashboards by Project/Roles: Share the dashboard with a group belonging to a particular role/project.
Share Dashboards through Embedded URL: Share the dashboard with users outside QMetry.
The dashboard edit icon is available on the My Dashboard tab and on the Dashboard Page header.
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