1. Asset Dashboard - Get a count of IT and Non-IT assets present in the application along with their states and resources present at each site and region.
   
2. CMDB  Dashboard - Get a detailed view of all configuration items (CIs) in the application. See how many CIs are operational, non-operational, under maintenance, or decommissioned. View key metrics, such as completeness, orphans, and staleness, for each CI type, and explore the associations between CIs and other modules. 
   
3. Contract Dashboard - Get a visual summary of the contracts grouped by the vendor, cost, type, or status. You can track contracts from a specific site and contracts that are approaching expiry.
   
4. Purchase Dashboard - View purchase orders grouped by the vendor, status, due date, type, category, cost center, or GL code. You can also summarize the purchase data of a specific site or department. In addition, you can get a cursory report on your third-party vendors' on-time delivery performance.
   
5. Software Dashboard - Summarizes the total number of software and licenses, managed/prohibited/unidentified software, and rarely used licenses. Stay informed about the expired license agreements and agreements nearing expiration. Track your software compliance and usage details.

Create Dashboard 

1. Go to Home > Dashboard.
   
2. Click New.
   
3. Enter a name and description for the dashboard. Select the Executive Dashboard check box to create an executive dashboard. Click here to know more.
4. Click Customize to personalize the layout. You can select the number of columns, accessibility, and widgets to add to your dashboard.
   
5. Set the accessibility for the dashboard as Private or Public.
   
6. Click Update Layout.
   

Executive  Dashboards 

1. Click Customize to select the dashboard's privacy settings: Private or Shared. To select users/user groups to share the dashboard, select Shared.
   
2. Click the Add Participants drop-down to select users or user groups.
   
3. Select the asset widgets and the URL widgets that you want to add to the dashboard.
   

Any existing dashboard can be changed to an executive dashboard. 

While changing any dashboard to executive dashboard, widgets other than assets and URL widgets will be removed. 

Executive dashboards will be listed in a separate section under the dashboard drop- down. Technicians can view the Executive Dashboard section only if at least one executive dashboard is shared with them. 

The Executive Dashboard displays only the assets visible within the user's scope.

SDAdmins cannot edit dashboards created by other users. However, they can delete dashboards created by other users if needed.  

 Widgets 

Add Info Widget 

1. Click New > Customize in the dashboard configuration page.
   
2. Under Select Widgets, click New > Info Widget.
   

1. Give the info widget a name.  
   
2. Use the rich-text editor to enter the required content. You can also switch to plain-text mode, if needed.
   
3. Choose whether to show or hide the widget header for users.
   
4. Configure access levels to define whether the widget must be available for all users or for private use only.
   
5. Click Add Info Widget.
   

Add Table Widget 

1. Click New > Customize in the dashboard configuration page.
   
2. Under Select Widgets, click New > Table Widget.
   

1. On the New Table Widget slider, enter a name for the widget.
   
2. Select the access level as Private or Public.
   
1. Private: Only the creator of this widget can view it.
   
2. Public: All users can view this widget.
   
3. Select how the table data should be displayed: List View or Template View.
   
4. Select the module for which you want to create a widget.
   
5. Select data filters for the module. The widget will display data scoped with these filters.
   
6. Select the Enable Header Actions/Enable Row Actions check box and choose the operations to be displayed on the widget.
   
7. Select Preview displayed at the bottom to see a real-time preview of the widget with the module data populated.
   
8. Click Refresh to update the changes in the preview.
   
9. Click Add Table Widget to save the widget.
   

1. The newly created widget will be added as a table widget in the Customize slider.  
   
2. Hover over the widget name to edit or delete it.
   
3. Select the widget from the section and click Update Layout to add the widget to the dashboard.
   

Add Graph Widget    

1. Click New > Customize in the dashboard configuration page.
   
2. Under Select Widgets, click New > Graph Widget.
   

1. On the New Graph Widget slider, enter a name for the widget.
   
2. Select the access level as either Private or Public.
   
1. Private: Only the creator of this widget can view it.
   
2. Public: All users can view this widget.
   
3. Select the module for which you want to create a widget.
   
4. Select data filters for the module. The widget will display data scoped with these filters.
   
5. Under Graph Settings, select a graph type from the drop-down. Based on the selected graph type, enter values for the required fields to configure the graph.
   
6. Click Add Graph Widget.
   

Add URL Widgets

1. Click New URL Widget under Customize.  
   
2. Fill up the required fields.
   
3. You can hide/show the widget header by choosing the respective options.
   
4. Choose the accessibility for the widget between Private or Public.
   
5. Click Add URL Widget.
   

You can add dashboards to favorites. Click the dashboards drop-down and click to add a dashboard to favorites.

Click the icon on the dashboards drop-down menu to pin your favorite dashboards as quick links on the toolbar. Pinned dashboards are indicated by the favorites icon . You can expand/contract the pinned view by clicking the favorites icon.

Copy Dashboard

Copy dashboard option lets you copy any dashboard. Click copy an existing dashboard and customize the widgets in it as per your requirement.

Edit Dashboard 

1. Hover the dashboard title and click .
   
2. You can choose new widgets by clicking Customize.
   
3. You can remove existing widgets by clicking .
   
4. You can move widgets to a new position by dragging and dropping them.  
   
5. You can also resize the widgets by dragging the arrow in the widget.
   
6. To delete the public/private dashboards, hover over the dashboard and click .
   

Apply Filters

1. Click the filters drop-down on the top-right.
   
2. Select your preferred site.
   
3. To limit the filter to the current dashboard, enable the Apply to this dashboard only option.
   
4. Click Apply.
   

Dashboard Settings 

1. Enter Fullscreen View: You can invoke a fullscreen view of the dashboard by clicking
   
2. Refresh Frequency: Set the interval during which the dashboard will auto-refresh the information on the dashboards by clicking and choosing your preferred frequency.
   
3. Enable SmartView: You can enable smart view by clicking and selecting Enable SmartView. SmartView provides actionable details pop-up where you can view the details page of assets, contracts, projects, and softwares.
   

If you have removed/replaced widgets in the canned dashboard, they can be restored to the default configuration by clicking the Restore button under Edit Dashboard > Customize. 

Only users with the owner or SDAdmin permission for the public dashboard can update/delete public dashboards. 

Similarly, only SDAdmin role holders can update canned dashboards. Canned dashboards cannot be deleted. 

SmartView 

Enable SmartView

SmartView is enabled by default, you can switch between SmartView and list view using the toggle under Dashboard settings. 

SmartView Layout