Building the dashboard grid

To create a dashboard you first need to generate the empty dashboard grid. This blank grid will be the home for all the widgets that will make up your final custom dashboard.

Initially you can just see the default EvaluAgent dashboard.

• Click the '+' icon in the top right of the screen to begin creating your own SmartView Custom Dashboard.
• You will see the 'create new dashboard' modal

• Give your dashboard a suitable name that best describes it for you. The name must be unique if you have multiple dashboards (more about that later).
• Click the 'Create' button to build the grid

• You can save your custom dashboard grid now by clicking on the 'Save' button and then return to editing it at a later time or you can start adding widgets to it immediately
• Building and creating widgets is covered in the following guide: SmartView Custom Dashboards: Creating & Managing Widgets

Adding another Dashboard

Once you have created your first dashboard, you can add further dashboards that will appear as tabs alongside your original creation.

• To add further dashboards, simply click on the '+' icon in the top right of the screen again to start the creation of your next dashboard

Managing dashboards

Once you have created your dashboard grids you can make changes to them at any time by clicking on the 'Cog' icon in the top right of your screen to allow you to manage your dashboards.

This opens a slide out to give you access to controls to

• rename your dashboard
• change the order they appear
• or delete a dashboard.

Renaming

To rename your dashboard:

• Click on the hamburger menu to the right of the dashboard name you wish to change
• Select rename from the drop down menu
• Enter the new name for your dashboard
• Click 'Save' to apply the change

Note: The name you give your dashboard must be unique across the other dashboards you have created otherwise a duplicate name error will be shown

Re-ordering

To change the order that your dashboards display:

• With your mouse, select and hold the name of the dashboard you want to re-order
• Drag it to its new position in the list and release
• Click 'Save' to apply the change

NOTE: the dashboard at the top of the list will always be the default dashboard than opens when you login to the EvaluAgent platform

Deleting

To delete your one of your dashboards:

• Click on the hamburger menu to the right of the dashboard name you wish to change
• Select delete from the drop down menu
• Confirm you wish to delete the dashboard by clicking the 'Delete' button

Using a large screen with your dashboard

You can use your selected dashboard with a large screen or TV. 

• Click the 'Full Screen' button to hide all the unrequired screen elements and display your dashboard on a large monitor or TV screen.
• Click the 'Exit full screen' button to return to the standard view

Using the Master Filter

If you want to temporarily change the reporting period or reporting level for all your widgets on your active dashboard you can use the 'Master Dashboard Filters' option.

Click on the 'Dashboard Filters' button to reveal the master dashboard filters. Here you can change both or either of the common widget filters in relation to report hierarchy and reporting periods (dates).