Viewing Dashboards

SapphireIMS has a number of in-built dashboards. The Dashboard is made up of a number of widgets which are of various types to display data in different formats. While the Dashboard is accessible from the Service Desk module, it has widgets for other modules as well. Appropriate widgets can be selected such that the dashboard gives a complete view across all IT functionality including Service Desk, Asset Management, Inventory and Automation and Monitoring.

The dashboard can be configured as per individual requirements. You can select which widgets are to be displayed and the organization of the widgets on screen.

Note: This Dashboard view can be accessed only if you have Service Desk module enabled. Also the Service Desk Dashboard access has to be enabled for the user.

Note: If Group Access Control settings are configured, then the dashboard data is restricted based on the settings for the workgroup.

Configuration

On log-in, depending on the setting of the home page (refer Service Desk->Basic Operations->Service Desk Home->Advanced Settings) either the Dashboard page or the Listing page is displayed. You can switch between them (using the and buttons).
If the Dashboard view is selected, the Dashboard for the selected project is displayed.
If multiple dashboards have been configured, you can select from the drop down menu on the right

The widgets can only be viewed on other dashboards. Any editing or configuration can only be done from the Main Dashboard.
You can click on to set the currently displayed dashboard as the default.

The Dashboard has in-built widgets for each of the modules, including Service Desk, Asset Management, Automation and Monitoring. The Dashboard can be refreshed on-demand by clicking the icon on the right side.
The dashboard can be customized in terms of the widgets displayed and their organization on screen by each user for their need. To customize the dashboard click on the on the right hand side. The configuration screen is displayed.
To speed up the configuration, a search box is provided to search for a custom widget.

Note: Only the module to which you have been given access would be visible on the top bar. For allowing access to ITAM and BSM, the 'Inventory' and 'Performance' options must be selected for the user. Refer to Settings->User/Role Management->Roles for details. For viewing the CMDB module, you need to have access in CMDB. Refer Settings->Assets->Users for details.

There are in-built widgets for each module. Additionally you can create new widgets. To create a new widget click on icon. A widget addition screen is displayed. Refer Service Desk->Dashboards->Creating Dashboards->Creating Custom Widgets for details. These widgets will be displayed under 'CUSTOM' tab.
Select the module from the top bar. Click on the in-built widgets which you want to view in the dashboard. Select the Dashboard Refresh Interval by clicking on and the Time Scale by clicking on . Once the widgets are selected from each module, click on 'Next'. The dashboard widget organization screen is displayed.

You can re-arrange the order of the widgets through drag and drop. Click on 'Update'.
On any widget click on to drag the widget and move it to a different place on the screen.
On any widget click on to edit the widget. If it is an in-built widget, the widget's attributes cannot be changed and you can only publish the widget in different dashboards. For custom widgets, all the attributes of the widget can be modified. Refer the topic Service Desk->Dashboards->Creating Dashboards->Creating Custom Widgets for details on creating and modifying widget attributes.
On any widget click on to close the widget.
If the widget name is not displayed completely and if dots are present, hold your mouse on the name and the full name is displayed in a box which pops up.
On any widget if there are filters defined, click on to get the details about the filter settings. A pop-up window shows the filters which are currently applied. If there are more filters than visible, you can scroll in the window.

Some of the widgets allow drill-down to the record listing screen. Click on which will take you to the record listing screen.
Depending on the widget type there are controls for filtering, selecting time scale, type of graph for each widget and these controls are located on the top bar of the widget. These controls are described in the table below. Not all controls will be applicable for all widgets.

Serial. No	Icon	Control	Description
1		Select Timescale	This is used to select the period for the data.
2		Filter By	Filter to select "Top 5", "Top 10" etc.
3		Summary	Displays the summary list view of the data
4		Bar Chart	Displays the data as a Bar Chart
5		Pie Chart	Displays the data as a Pie Chart
6		Stacked Bar Chart	Displays the data as a Stacked Bar Chart
7		Time Filter	Select the Submission or Modification time for filtering Service Desk Records.
8		Access Type	Select the filter to display "My records" or "All records". In the Project Summary widget, this filter is used to select between project summary view or a state based view or a state based stacked bar graph for each project
9		Record Type	Select the filter for record type as "Parent" or "Child"
10		State Category	Select the filter to choose between state or state category.
11		SLA	Select the SLA to for which the data has to be displayed. Note: In the case of response SLA, if all SLA is selected, the unowned records are also displayed.
12		Organization Units	Select the Organization Units for which the data has to be displayed.
13		Asset Module	Select the Asset Module for which the data has to be displayed. This will appear for the Asset Dashboards only.

On the widget, you can click on to display the widget in a pop-up window. To export the widget, click on button and select the format. The formats are 'Export as PNG', 'Export as JPG', 'Export as PDF', 'Export as SVG' for all charts. For summary reports, options are 'Export as PDF' and 'Export as Excel'.