Create and manage dashboards

From Web Client, you can create dashboards to view multiple graphs in a single view and organize dashboards into folders.

Create a dashboard

Create a dashboard and add graphs to the dashboard to display these graphs side by side in a single view.

To create a dashboard folder:

  1. To create a private dashboard folder, select the Private folder or an existing folder under the Private folder, click New Folder.

    To create a public dashboard folder, select the Public folder or an existing folder under the Private folder, click New Folder.

    Dashboards under the Private folder are available for the dashboard owners only. Dashboards under the Public folder are available for all project users that have the view access.

  2. Give the dashboard folder a name and a description.

To create a dashboard:

  1. Select the dashboard folder where you want to add the new dashboard and click New Page.

    Alternatively, click More Actions and select New Page.

  2. Give the dashboard a name and description.

  3. In the Configuration tab of the dashboard, select the graphs to be added to the dashboard.

    1. From the graphs tree, locate the graphs you want to add to the dashboard.

      • To quickly located a graph, search the graph by its name.

      • To find graphs created by you, select the Created by me option.

      • To view the general information of a graph, such as ID and owner, hover over the graph.

    2. Drag and drop them to the dashboard canvas.

    3. To adjust how the graphs are arranged in the dashboard, move them around by drag and drop.

    4. To maximize a graph making it cover a whole row , click the two-headed arrow .

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View dashboards

From Web Client > Dashboard tab, you can view :

  • Dashboards you created in Web Client or Desktop Client.

  • Public dashboards created in Web Client or Desktop Client.

    For dashboards created in Desktop Client, only the dashboards displayed in Standard mode are available from Web Client. For details about dashboard display mode, see Switch dashboard display mode.

To view a dashboard:

  1. From the dashboard tree, select the dashboard you want to see.

  2. Click the View tab.

    To view the dashboard or a specific graph in full screen, click Full Screen.

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Manage dashboards

Use the dashboard context menu options to manage dashboards.

To manage a dashboard:

  1. From the dashboards tree, select the target dashboard and click More Actions to open the dashboard context menu.

  2. You can do the following to manage dashboards.

    Action Details
    Move to or duplicate in another folder
    1. To move to another folder, click Cut.

      To duplicate in another folder, click Copy.

    2. Locate the folder you want to move to or duplicate in, and select More Actions > Paste.

    Share Click Copy URL and share the URL with others.
    Delete

    Click Delete.

    Rename Click Rename and enter the new name,

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