Creating a custom dashboard

You can create unlimited number of custom dashboard. They can be kept private to you, shared with a role or a collection of coworkers or made public for everyone to see.

Create a new dashboard

To create a new dashboard, click the button at the bo0ttom of the dashboard list.

You will be prompted this pop-up:

Chose a name for you dashboard, and check the Is public checkbox to make it public. The auto refresh setting applies to how often the content will refresh when being displayed on a screen. Click Save to create and load the dashboard.

Designing the dashboard

Once the dashboard is created it will appear in design mode. You can see this by the visible design grid, and the visible widget toolbox.

From the widget toolbox you can both add new widgets, and edit existing ones.

Adding a widget to the dashboard

In the widget toolbox, select the "Add" tab and find the widget you want to add in the list. Use the (add) button to add it to the next available space of the dashboard, or use the (handle) to drag it into place.

The widget will load and populate with data corresponding to the selected dashboard filter and with design mode on you can drag to place and resize it.

Editing widget settings and filters

Most WATS dashboard widgets can be used with no configuration, and will by default conform to the dashboard filter. By not putting filter settings in the widget itself, you can avoid making custom dashboards for many similar purposes, and instead use the dashboard filter to look at for example product lines.

In cases where you want to edit the widget settings and filters, you opent the widget toolbox, and select the edit-tab.

This will give you two sections:

The widget settings:

which apply to the appearance of the widget.

The widget filter:

where you can set filter properties the applies to the data visible.

If you use custom filtering, it's good practice to activate the display header setting of the widget and assigning it a meaningful name. This way it will be less confusing at a later point that the widget migh not conform to the dashboard filter.

Viewing your dashboard

You can at any time exit the design mode to review your dashboard changes. You can do this by closing the widget toolbox, or the button in the top right corner.