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Creating a dashboard setting

Dashboard Setting

To create a new dashboard setting, click the DASHBOARD SETTING MENU on the left sidebar, and then click ADD DASHBOARD SETTING button on the top right corner.

You will see a form like this.

Create Dashboard Setting

  1. 1.
    Fill up the CHART TITLE field to identify your correct tile. If you leave it blank, a default title will be placed there.
  2. 2.
    Select an item from the ORDER BY FIELD list. You will get data order depending on the selected field.
  3. 3.
    Select an item from the WIDTH field. We use a 12 column grid system to control the width of every tile. This field will affect the previous and next tile positions.
  4. 4.
    Enter a LIMIT such as 10 or 100. It will pull that number of records to analysis. If you leave it blank all data will pull and a performance issue can arise.
  5. 5.
    Select a MODEL.
    • If you select the Task model from the list, you will be limited to selecting the CHART TYPE. Chart type list will be selected by default.
      1. 1.
        Select a TASK form list. You will get a list of task types of METER READING.
    • If you select the Activity Order model-
      1. 1.
        Select a CHART TYPE from the list. You can select any Chart type except Line chart.
      2. 2.
        Select a Related model with the Activity Order model from the GROUP BY FIELD NAME list.
      3. 3.
        RELATIONSHIP NAME field will be selected depending on GROUP BY FIELD NAME.
  6. 6.
    Check the LEGEND VISIBILITY checkbox. If you do not want the legend key, then leave it unchecked.
  7. 7.
    Click SAVE BUTTON
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Editing a dashboard setting
Last modified 1yr ago