QMetry Custom Dashboards

QMetry Custom Dashboard access depends upon the package you have purchased as mentioned in the table below.

Overview

Custom Dashboard lists all the dashboards that you have created or that are shared with you. Custom Dashboard is divided into two sections:

• My Dashboard: These dashboards are created by self. It allows you to edit, delete, schedule, and share self-created dashboards.

• Shared Dashboard: These dashboards are shared with you by others. These dashboards are shared just for view purposes. You can not perform any other operations on it.

Custom Dashboard provides an easy-to-use interface that allows you to organize custom gadgets in sequence. Dashboard generates "best-fit" charts for the report data automatically. Users can add System/ Custom gadgets or Shared gadgets to the Dashboard.

A Custom Dashboard can be either Public or Private. By default, it remains private when created.

• Public: When a custom dashboard is shared with other users, it is tagged as "Public".

• Private:  When a custom dashboard is not shared with other users, it is tagged as "Private".

Note: 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.

You can perform the following operations on Custom Dashboard.

Add Dashboards

You can add new custom dashboards and also modify them as per requirement. A Custom Dashboard can be created using system gadgets, custom gadgets or shared gadgets.

Steps:

1. Click on QMetry Custom Dashboard on the navigation bar at the left. The QMetry Custom Dashboards screen opens. 

2. On the My Dashboard tab, click on the New button to add a new dashboard.

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3. Give Dashboard Name, allow users access to the dashboard, and click Create Dashboard. QMetry Custom Dashboard can not be created with a duplicate name. Users can still access the shared Dashboard which may hold the same name as users' own Dashboard. Read more about Share Dashboard in the following sections.

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On clicking on the Create Dashboard button, the list of available Gadgets is displayed. A Custom Dashboard can be created using system gadgets, custom gadgets, or shared gadgets.

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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 deleted. System Gadgets can be drilled down to view the details in tabular form and download it.

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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.

For an added custom gadget, you 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 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.

Shared are those gadgets whose owner is not the logged-in user but which are shared by other users.

• 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.

To add more gadgets to an existing dashboard, open the dashboard and click on the Add Gadgets button. Click on the + icon to add that gadget to the dashboard. You can add multiple gadgets at a time. You can also add a single gadget multiple times.

Share Dashboard with Users

The user who has created a dashboard can share it with other users. Once a dashboard is shared, the user, with whom it has been shared, will be able to see that dashboard under the Shared Dashboard tab. 

• The shared dashboard will appear in accordance with the filters applied to it by the dashboard creator.

• The shared dashboard will be read-only for the users with whom the dashboard has been shared. This dashboard cannot be edited through UI or API.

• The shared dashboard can be exported in PDF as a whole. Individual gadgets on the dashboard can be exported into CSV.

• The shared dashboard will appear in accordance with the view preserved by its owner/creator. The users with whom the dashboard has been shared, will be able to change the display view from chart to tabular & vice versa but that view will not be preserved.

You can share the dashboard from -

(A) Add Dashboard screen

(B) Edit Dashboard screen (Edit icon is available on My Dashboard tab and Dashboard Page header)

(A) Add Dashboard screen

Share Dashboard by Adding Users

The user who has created the dashboard can share it with other users using the user names in QMetry.

1. Open the Share Dashboard icon (either (A) or (B) above), the screen opens with two tabs on it: Users and Project/Role

2. Click Add Users.

3. Select users on the drop-down list with whom the dashboard is to be shared.

4. Click Add.

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Share Dashboard by Project/Role

The user who has created the dashboard can share it with other users by specifying either Project, Role or the combination of Project & Role in QMetry.

1. Open the Share Dashboard icon (either (A) or (B) above), the screen opens with three tabs on it: Users, Project/Role and Embedded URL.

2. Click Add Projects/Roles.

3. Open the Filter menu to see two filters: A. Project B. Role.

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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.