TABLE OF CONTENTS
- Introduction
- System vs User Dashboard
- Accessing the Portal Dashboard
- The Portal Dashboard Layout
- Further Support
Introduction
Web portal dashboards are user interfaces designed to provide a centralized view of various data, applications, accessible through a web portal. These dashboards aggregate information from multiple sources and present it in a coherent, visually appealing manner, often using charts, graphs, and other visual elements. Dashboards make crucial data points more visible inside an organisation.
System vs User Dashboard
Any person in their job area, such as Service desk, Project Management Office (PMO), or Deployment team, can construct a dashboard that is solely accessible to them. An administrator creates or modifies system dashboards, which, once published, are accessible to everyone in the organization. Please refer to this article for more information on how Dashboard works.
User Dashboard
Personal dashboards are only available to the individual who created them.
System Dashboard
System dashboards are available to all users by default. Such dashboards are created by an administrator.
Accessing the Portal Dashboard
To view the Portal Dashboard:
- Switch to Administration -> Portal Settings (1)
- Expand either the System dashboard or User dashboard to view the required portal dashboard (2)
The Portal Dashboard Layout
| UI Element | Description |
| Save Changes | Commits the changes to the database. |
| Cancel Changes | To discard the changes and reload values from the previous save. |
| Change Owner | To change the Owner of the Dashboard to another user in the system. |
| Dashboard | The name of the dashboard. |
| Make Dashboard visible to all | This option when enabled will make the dashboard visible to all users. |
| ID | Internal ID of the dashboard. |
| Internal Name | Internal Name of the dashboard. |
| Sub Header | Sub Header of the dashboard. |
| Description | Brief description of the dashboard. |
| View on Portal | |
| Portal Wrapper | The portal wrapper selected to be displayed with the dashboard. |
| Web Url by Id | The web url by Id. This can be copied and pasted in a web browser. |
| Web Url by Name | The web url by name. This can be copied and pasted in a web browser. |
| Keyword by Id | Keyword by ID. This is used to resolve the dashboard in an Email. |
| Keyword By Name | Keyword by Name. This is used to resolve the dashboard in an Email. |
| Misc. Info | |
| Owned By | The name of the user that owns the dashboard. |
| Last Modified By | The name of the user that modified the dashboard. |
| Last Modified On | The Date/Time the dashboard was last modified. |
For a step by step guide on creating dashboards, please refer to this article.
Further Support
If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.