Build Custom Dashboards

Vrio allows a user to build custom dashboards by selecting the widgets and counters to best represent the desired view.

Permission Implications

Any dashboard created is shared with all users unless the user belongs to a group that is limited to a specific set of dashboards. Learn more about User Groups here.


Prerequisite

You will need to have the Widget and/or Counters built prior to selecting them for your custom dashboard. Learn how to build a Custom Widget or Custom Counter before proceeding.



Your user account must belong to a group with permissions for Dashboards with either "Create/Edit" or "Full Access."


Create a new dashboard

  1. Navigate to Settings > Customization > Dashboards:

    Navigate to Dashboards setting

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  2. Click Add Dashboard:

    Add Dashboard button

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  3. Create Name, Description and choose from drop down list of Widgets and/or Counters:

    Dashboard creation form

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  4. Click Submit. You will be redirected to the new custom dashboard.


Change layout of dashboard

Layout Change Limitations

The dashboard layout requires Counters to be at the top of the dashboard and Widgets ordered below.

Once the custom dashboard is created, you can update the layout of the Widgets and Counters.

  1. Select the dashboard:

    Select a custom dashboard

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  2. Click the arrow icon and select "Move / Resize:"

    Move/Resize option for a widget

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  3. To make the Counter or Widget wider/narrower drag the sizing icon:

    Dragging the sizing icon on a widget

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  4. To change the location of the Counter or Widget drag the location icon:

    Dragging the location icon on a widget

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  5. Click Save:

    Save layout button

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Hide a custom dashboard

  1. Navigate to Settings > Customization > Dashboards:

    Navigate to Dashboards setting
  2. Select the dashboard to hide:

    Select a dashboard to hide
  3. Uncheck the "Active" flag and Click Submit:

    Unchecking the Active flag


Delete a custom dashboard

Consider Hiding

If you're looking to remove the Dashboard from the dropdown list, you can make the dashboard inactive instead of deleting it. You can always return and reactivate the dashboard whereas if you delete you will need to rebuild it.

Permission Level Required

Your user must belong to a User Group with the Dashboard permission of "Full Access."

Deleting for All Users

This action will delete for all users and cannot be undone.

  1. Navigate to Settings > Customization > Dashboards:

    Navigate to Dashboards setting

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  2. Select the dashboard to delete:

    Select a dashboard to delete

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  3. Choose the option to delete:

    Delete dashboard confirmation prompt

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