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</style><p id="isPasted"><strong>In this guide we will cover:</strong></p><p><strong>- Creating an In-App Dashboard</strong></p><p><strong>- Widget Types</strong></p><p><strong>- Adding Widgets</strong></p><p><strong>- Customising Widgets with Custom CSS</strong></p><p><strong>- Setting a Dashboard on the Home Screen</strong></p><p><strong>- Money Widgets</strong></p><p><strong>- Configure Charts within Dashboards</strong></p><p><strong>- Tracking Changes to Dashboards and Syncing Between Instances</strong></p><p><strong>- Reporting on Report Views from a Dashboard</strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1852/" target="_blank" rel="noopener noreferrer"><strong>Dashboards</strong></a></li></ul><p><br></p><p><strong>Related Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/917/" target="_blank" rel="noopener noreferrer"><strong>Charts and Graphs in Reports </strong></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/887/" target="_blank" rel="noopener noreferrer"><strong>Reports and Scheduling</strong></a></li></ul><p><br></p><p>Dashboards collate data in the system into one area in a user friendly way. Providing your agents with an accessible way to view key metrics. For example, you could create a dashboard containing your agent's current KPIs along with their monthly targets so you can see how on track they are at a glance, or the current statistics for tickets logged to your service desk. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ0M2EwNGMzLTAyYTQtNGU4Mi04NDhjLTkxNzI1ZmNmNjViYiJ9.v8W_SLLm29E0ODs1jwS4z4FyXAc2ET8ek80CIHoczfk" class="fr-fic fr-fil fr-dib" width="1788" style="width: 1790px; height: 621.949px;" height="622"></p><p><strong><span style="font-size: 10pt;">Fig 1. Dashboard Example</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Creating an In-App Dashboard</span></strong></p><p>Go to Configuration > Reporting > Dashboards and add "New". Enter the name in the "Dashboard Name" field, and the "Dashboard Type" will be "In-App".</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><br style="box-sizing: inherit;"></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZlY2VhY2E1LWQwODUtNDMyZC1iYTZlLWQxZGQ3Njg3M2IwMSJ9.tOyDBKovzjfWmNrXJ1OM545YP2vvkXxYAG5V4PYvKns" class="fr-fic fr-fil fr-dib" width="985" style="width: 987px; height: 580.661px;" height="581"></span><strong><span style="font-size: 10pt;">Fig 2. Details tab on a dashboard</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Widget Types</span></strong></p><p><strong><span style="font-size: 12pt;">Report Data</span></strong></p><p>Displays the table from a report.</p><p><br></p><p><strong><span style="font-size: 12pt;">Report Chart</span></strong><span style="font-size: 12pt;"> </span></p><p>Displays the chart from a report. Upon selecting this, only reports with charts added will show in the dropdown.</p><p><br></p><p><strong><em>Note: You can configure new charts from this screen, however configuring it on the report is recommended.</em></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Report Counter</span></strong></p><p>Counts rows of data, or sums a column from a report. This has a drill-down when clicking on the counter.</p><p><br></p><p><strong><span style="font-size: 12pt;">Ticket List</span></strong></p><p>Shows a list of tickets based on ticket area, filter profile, lists, team or agent. Tickets in this list can be opened, sorted, filtered and bulk actioned from the widget. You can use the "Reporting period filter Field" to choose a date field. This date field will be used when filtering the reporting period at the top of the completed dashboard.</p><p><br></p><p><strong><span style="font-size: 12pt;">Ticket Calendar</span></strong></p><p>Shows a Calendar view of tickets within a ticket area, view and filter profile that have a start and end/target date set on them. You can use the "Reporting period filter Field" to choose a date field. This date field will be used when filtering the reporting period at the top of the completed dashboard.</p><p><br></p><p><strong><span style="font-size: 12pt;">Ticket Kanban</span></strong></p><p>Shows a Kanban view of a ticket area, view and filter profile by their status. You can use the "Reporting period filter Field" to choose a date field. This date field will be used when filtering the reporting period at the top of the completed dashboard.</p><p><br></p><p><strong><span style="font-size: 12pt;">Ticket Gantt</span></strong></p><p>Shows a Gantt view of a ticket area, view and filter profile that have a start and end/target date set on them. You can use the "Reporting period filter Field" to choose a date field. This date field will be used when filtering the reporting period at the top of the completed dashboard.</p><p><br></p><p><strong><span style="font-size: 12pt;">Ticket List Counter</span></strong></p><p id="isPasted">Shows a list of tickets similar to the Ticket List widget, and shows a count of the number in the list. Clicking the counter takes you to the full list in the relevant area. You can use the "Reporting period filter Field" to choose a date field. This date field will be used when filtering the reporting period at the top of the completed dashboard.</p><p><br></p><p><strong><span style="font-size: 12pt;">Feature Menu</span></strong></p><p>Displays the normal home screen feature menu and highlights all of the buttons for areas that the agent has permissions to.</p><p><br></p><p><strong><span style="font-size: 12pt;">Activity Feed</span></strong></p><p>Displays the normal home screen activity feed.</p><p><br></p><p><strong><span style="font-size: 12pt;">News Articles</span></strong></p><p>Displays the ten most recent news articles.</p><p><br></p><p id="isPasted"><strong><span style="font-size: 12pt;">Custom HTML</span></strong></p><p>Input your own HTML.</p><p><br></p><p><strong><span style="font-size: 12pt;">Iframe</span></strong></p><p>Displays a URL within the widget.</p><p><br style="box-sizing: inherit;"></p><p><strong><span style="font-size: 14pt;">Adding Widgets</span></strong></p><p>In the "Layout" tab is where you can add the widgets to create your Dashboard. Click on "Add Widget" to add a new one. </p><p><br></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEyMGUyYTdlLTQ2ODEtNGRiNy1hM2M5LTc4OWM5MmY1ZjdhYyJ9.5wmkil9T4sXp83mnNzX04dVIRIxOD1i1oV5Kg5E2H8g" class="fr-fic fr-fil fr-dib" width="984" style="width: 986px; height: 214.612px;" height="215"></span><strong><span style="font-size: 10pt;">Fig 3. "Add Widget" button in Layout tab of a dashboard</span></strong></p><p><br style="box-sizing: inherit;"></p><p>You can then choose a name for your widget, and the type you wish to create.</p><p><br><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUzNGU4ZjUzLTdlOGQtNDI3YS1iNmUwLWJlNmNkNWIwOWQxMiJ9.xlv2HVJQZtBaqwC-oPTBGAoBI5hloghDmwKOrBfsgvM" class="fr-fic fr-fil fr-dib" width="692" height="729"></p><p><strong><span style="font-size: 10pt;">Fig 4. Add Widget configuration</span></strong></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br style="box-sizing: inherit;"></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">With the configuration in <strong>Fig 4 </strong>as "Report Data", upon saving my widget will look like this. You can use the pencil icon or bin icon to edit or delete the widget. The bottom left shows the number this widget corresponds to, which is used if you wish to use custom CSS on the widget. The bottom right has a small arrow icon which can be used to drag and adjust the size of the widget.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p id="isPasted">Once you have added all your widgets, you can drag and drop and change the sizes of the widgets so they display how you want them to appear on the Home screen. </p><p><br></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY5MjFkZTNjLTQ4MDgtNDMyMi04ZTg0LWUxOTNmN2E4YzAxNCJ9.WJ0rtsxHEQCVHcB9SiGM7yiUDcdAPIBWWNx1j7OwUJw" class="fr-fic fr-fil fr-dib" width="648" height="538"></span></p><p><strong><span style="font-size: 10pt;">Fig 5. Report Data widget on a dashboard</span></strong></p><p><br></p><p>The report can be shown as a "Report Counter" also.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><br style="box-sizing: inherit;"></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImIzZjM0NzhiLTljMWMtNGViNi05ZTk0LWE4OTk0NzEyM2RkNCJ9.l_kRU1tT2PEw27zdrX7uPXPJmLY5I9grYQiSF1WxWUY" class="fr-fic fr-fil fr-dib" width="261" height="357"></span></p><p><strong><span style="font-size: 10pt;">Fig 6. Report Counter widget on a dashboard</span></strong></p><p><br style="box-sizing: inherit;"></p><p>The widget can show the chart set on the report with the "Report Chart" type.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><br style="box-sizing: inherit;"></span></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMwYTRlNzdjLWE4OTMtNDFhNi04MWU2LWVmMzE3MDk0NmRkNCJ9.5a7pKJMRhJO82LVmQ9sfDx9rTBuUjXaZdwxL0SYLd1U" class="fr-fic fr-fil fr-dib" width="522" height="537"></span></p><p><span style="font-size: 10pt;"><strong>Fig 7. Report chart widget on a dashboard</strong></span></p><p><br></p><p id="isPasted">You can enable the setting "Auto-size the chart to fill the widget". When you are re-sizing the widget for your dashboard, this will automatically re-size the chart within, improving appearance. </p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU2ODMyYjQyLWI2YjItNDM4Mi04ZjU5LWNhOTM0NjkyZDkwYSJ9.6583PBvHiBfssCC6POl3Ot3W4bfmltWGeeyrovuG07E" width="669" height="580" class="fr-fic fr-dii"></span></p><p><strong><span style="font-size: 10pt;">Fig 8. Auto-size the chart to fill the widget checkbox<br></span></strong></p><p><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong><span style="font-size: 14pt;">Customising Widgets with Custom CSS<br style="box-sizing: inherit;"></span></strong></span></p><p>To change the colour of the widget, you can use Custom CSS colours to achieve this. We can make the background and text colour for Widget 1 blue using the following script.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p id="isPasted">#widget-1.widget{</p><p>color: blue;</p><p>background-color: #0eb3f3</p><p>}</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p><strong><em>Note: Ensure that you have the correct widget number within the first line where mine is set to "#widget-1".</em></strong></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNlZTA4ZGQyLTEwOTUtNGQzZC1hYWY5LTMzNjc5ZmY3YzdjYyJ9.Luq_Dn00cv-lACEreTZDIcDlL5m6HqflW8dssDtvYMg" class="fr-fic fr-fil fr-dib" width="685" height="726"></span></p><p><strong><span style="font-size: 10pt;">Fig 9. Custom CSS for color on the widget</span></strong></p><p><br></p><p>Once saved, the report data widget will show like this.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFiMGZkYTdhLTBmN2EtNGM0Yi05YTNiLWUwNzViZDBjNjI4ZiJ9.szz8TohLn5A5uWoxHKHNTi0YOn7gkf8HXlfeUHghI-M" class="fr-fic fr-fil fr-dib" width="647" height="545"></span></p><p><strong><span style="font-size: 10pt;">Fig 10. Report data widget with a blue background</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Filter Dashboard Data</span></strong></p><p><span style="font-size: 11pt;">The data returned by each widget in the dashboard will be filtered in line with the filters applied to the report being used for the widget. However, you can also configure filters that can be applied to the dashboard as a whole. Useful if you would like to filter the whole dashboard to show results for specific customers, agents etc. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">To do this head to the configuration of the dashboard you would like to be able to filter, under the details tab you will see a 'filters' table. Add to the table to create a new filter.</span></p><p><br></p><p><strong><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImYwM2U4NjA2LWVlODctNDJiNS1iNDJmLTc3YzRiMzg3MzEwNSJ9.ru43eWNxqWAO7KfY8yxpDPgk9TgPD3UuA6Gc3aTXj28" class="fr-fic fr-fil fr-dib" width="1361" style="width: 1363px; height: 710.689px;" height="711"></span></strong></p><p><strong><span style="font-size: 10pt;">Fig 11. Filter table</span></strong></p><p><strong><br></strong></p><p>When creating a filter you need to choose which column to filter data by, this column name must be used on all widget reports you would like data to be filtered for. If a widget does not contain this column, it's data will not be filtered. </p><p><br></p><p>Then you will need to write a SQL query, this will be used to filter results. The query must return the values you would like to be able to filter by, in the format of two columns called, 'ID' and 'Display'. The data returned by the 'ID' column must match the data returned in the 'Filter column'. The data returned by the 'Display' column will be what the agent sees when selecting what to filter by. Lets look at an example. </p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ5ZTg2YmY4LTIzYjgtNGUwOS05ZDM3LTNmNmMwYTU2ZGUxMCJ9.TkTzkKl13jI2eoC5Ed3mNBkjR0RSljYwq9DC42Hu4X0" class="fr-fic fr-fil fr-dib" width="534" style="width: 536px; height: 696.518px;" height="697"></strong></p><p><strong><span style="font-size: 10pt;">Fig 12. Dashboard filter to filter results by customer</span></strong></p><p><br></p><p>The figure 12 example shows a customer filter. The query used returns a list of all the customers in the instance, where ID is the customer ID and Display is the name of the customer. The filter column 'IDCustomer' is used in various report widgets on the dashboard. This column contains a customer ID. When a customer name is selected in the filter, the associated ID will be checked in each report widget containing the column 'IDCustomer'. The widgets will then be filtered to only show data for the selected customer. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImYxYzIwNWRjLTcwM2YtNDFkMC05YTgzLTBjZTgzMmJkYjNmMyJ9.JBAelgrtfjDpF6CxVPsP_FLuiy8C8hucJzFTdxLeiQw" class="fr-fic fr-fil fr-dib" width="989" style="width: 991px; height: 554.96px;" height="555"></p><p><strong><span style="font-size: 10pt;">Fig 13. Filters against dashboard</span></strong></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p><em><strong>Note: Dashboard filters can be multi-select, allowing you to filter on multiple entities at one.</strong></em></p><p><br></p><p data-pasted="true">Keep in mind on versions prior to v2.226 dashboard filters will only work on widgets that pull through report data. They will not work on ticket widget types (such as ticket list and ticket list counter).</p><p><br></p><p>Dashboard filters can be used on ticket widget types. When creating a filter you will have the option to "Apply filter to Tickets widgets". </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ4NThmOTUxLWU4NGMtNGVlNS1iNWExLTAwYTNmYWI3NjAxMSJ9.zy64O7PLSqCx_q0X1CRrUdJlzeFCc0WEYYezMPTFzE0" class="fr-fic fr-fil fr-dib" width="560" style="width: 562px; height: 649.37px;" height="649"></p><p><strong><span style="font-size: 10pt;">Fig 14. Apply filter to Ticket Widgets</span></strong></p><p><br></p><p>When enabled, you will need to choose the "Halo Field" that will be filtered on based on the value chosen in the filter. This should be the field that contains the same data as the ID column in the sql query. </p><p><br></p><p>Using the Figure 14 example, aareadesc is used as the ID column, this column contains the name of each customer, resulting in widgets being filtered based on the Customer name chosen. "Customer Name" is then chosen in the "Halo Field" as this is the ticket field containing customer name. </p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong><span style="font-size: 14pt;">Setting a Dashboard on the Home Screen<br></span></strong></span></p><p id="isPasted">A global level setting with a agent level override can be used to show an in-app dashboard on the home screen. This replaces the usual home screen from the feature menu and below with your chosen dashboard. This can be found under Configuration > Reporting > General Settings.</p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><br></p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImYzMGFiNWI4LTdkNzQtNDY0OC04ODAyLTVjZTliOTFjMzRhNCJ9.l3a9NGaGAcgWtu28teEtHZFxsMgkrD1LELeIm4NzbUM" class="fr-fic fr-fil fr-dib" width="451" height="260"></span></p><p><strong><span style="font-size: 10pt;">Fig 15. Dashboard to show on the home screen general setting</span></strong></p><p><br></p><p>This can be overridden per agent by clicking their profile picture in the top right > My account, or Configuration > Teams & Agents > Agents > selecting their profile. In the "Preferences" tab > Home Screen dropdown, the agent can set a dashboard.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRlYWFhMzNlLTdkM2MtNGUyZi04MGI4LTkwYzQxODk3NmM5YiJ9.zXNKX_4NSCUEt8LlzJ0xa7JhHk6qvP4d3sm17zQ6sUM" class="fr-fic fr-fil fr-dib" width="676" height="454"></p><p><strong><span style="font-size: 10pt;">Fig 16. Dashboard to show on the home screen setting on the agent profile</span></strong></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></p><p>The dashboard set there will then appear on the home screen.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk5NDZmYWUwLTQxZjctNDg0Yy04NDg1LTkyZTFhYmEzYTU2OCJ9.EEY7eBw8wf-fMocmYjGSJnrQu_khreJevE_6f68-WVw" class="fr-fic fr-fil fr-dib" width="980" style="width: 982px; height: 492.054px;" height="492"></span></p><p><strong><span style="font-size: 10pt;">Fig 17. Dashboard on the home screen</span></strong></p><p> </p><p id="isPasted"><strong><span style="font-size: 14pt;">Money Widgets</span></strong></p><p>Using the "Report Counter" type and either "Sum a Column" or "Average a Column", will allow you to set the format as "Money".</p><p><br></p><p>You can override the default currency, and choose whether to have trailing zeroes. By default, this will be set to include trailing zeroes and your global default currency.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE2YjZiNmEwLTQ4NDEtNGMzNy04YTAyLTQ5YjM3N2RkYzIwMiJ9.zuR3nTrIj5bHWawzPQhOBVR_xpdl6b-UfSf7GWUs0e4" width="1234" style="width: 1236px; height: 579.597px;" height="580" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 18. Selecting type "Money" on a report counter widget</span></strong></p><p><br></p><p>For example, "Include trailing zeroes" set to "Yes". If the figure includes decimals, it will either show or hide them. If the figure is round, it will add or remove ".00" to the figure.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImIzNmE5YTU0LTY3N2MtNDU5OS05ZjJjLTAwN2I4ZmRiMjdiMyJ9.YWKoz3iyJ6FVSuzLc_4vL1TYJDSyRXg88P_EJ8mp72o" width="382" height="118" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 19. Including trailing zeroes</span></strong></p><p><br></p><p>Or set to "No".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJjYjBjYTY0LTU1MjQtNGQyMi04YmViLTY5YWNiYzQxZjliNCJ9.90cw6ih2nHUtrzKZwZsLVYfQZNLSOHGflxMzgBwIplg" width="383" height="116" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 20. Not including trailing zeroes</span></strong></p><p><br></p><p>Overriding the currency with "$"</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUwM2EwOTNkLTQxYWQtNDQwOS1iNmViLTMzOTIyMDFhMDY1ZSJ9.1S1xKKQnyTn9-zI9D0hBY7UL3_B_Y8x6hrzvFRuoQZ8" width="385" height="116" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 21. Overriding default currency</span></strong></p><p><br></p><p>Overriding currency with a space before "$".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFmNGRhZDI3LTk2YTUtNGRkZS05MTVkLTgwYjU4NTEzZGNiZiJ9.odl2n9UAOGtu53a-P4wbEcgzavnVkPp_T0gBcBC8ZFU" width="385" height="119" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 22. Overriding default currency with a suffix</span></strong></p><p><br></p><p>Overriding currency but leaving the textbox blank.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ1MTY2Mjc3LThmMGQtNGM5ZC05NDQ1LWVkNjM3MGEwYTYyNCJ9.7fhXe9Y-i5dj1PnGp7L7PsrTPqsLO72ltvtuQ3YE0gQ" width="382" height="118" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 23. Overriding currency to be blank</span></strong></p><p><br></p><p>Counter widget colours can also be set differently for light or dark mode. When editing the widget, there will be two colour selectors instead of one.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjVmNTY0NWI4LWIyODMtNGFlMC04MTA5LTRiODdhM2I0YWQ5ZSJ9.HsG6DcM42W2y-GPFMJAddUkvqILH3jWvAqqpNqD0aZw" class="fr-fic fr-fil fr-dib" width="262" height="387"></p><p><strong><span style="font-size: 10pt;">Fig 24. Light/dark mode colour selection</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Access Control</span></strong></p><p id="isPasted">At the top of the page upon saving, the "Access Control" button will appear. This allows administrators to grant other agents access to edit that specific dashboard. This is useful so that the agent does not have to ask the administrator to change it for them, especially if it is one that is being used for a certain team.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI2ZjUzMGVjLTc0MWEtNDE1OC04OWY3LTBhMzY0ZTE0MjNhMCJ9.K4--eMGKYyv8mdHsZNQvGQYQyR4Agvm6vDA3ZJOLhm0" class="fr-fic fr-fil fr-dib" width="596" height="183"></p><p><strong><span style="font-size: 10pt;">Fig 25. Access Control on a dashboard</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Configure Charts within Dashboards</span></strong></p><p>It is also possible to configure charts directly within dashboards without adding it to the report. Upon selecting the "Report Chart" type, you can then select to "Configure a new chart".</p><p><br></p><p>In the following dropdowns, you can then configure the chart.</p><p><br></p><p>Upon saving, the chart will not appear straight away as it does with charts added to reports. You will need to save the dashboard itself for it to populate. This can make it a little harder if you are not used to this method, so taking charts from reports is still the recommended method.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVkNTc4MWFhLTU5N2EtNDRjMC1hNWM1LWMyMTBiMWMwODJjMSJ9.Qx9x_EAdMPPEGfMJWLfZY3B-ZpFU6msndTB6gjc7qIM" class="fr-fic fr-fil fr-dib" width="709" height="829"></p><p><strong><span style="font-size: 10pt;">Fig 26. Chart configuration within a dashboard widget</span></strong></p><p><br></p><p id="isPasted">If a multi-series chart is made within a dashboard instead of on the report, there is an option to choose either to "Use a single report" or "Specify Report for Each Series". The first allows multiple columns within one report to be used on the chart, and the second allows multiple reports to be used in one chart (as long as they have a matching column name).</p><p><br></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE0YjljNjM3LWJmZGItNDJhMi1iOGZhLTM5NWQwZTdiNjBmYiJ9.zi3sySZWPVN3I1RwTXWKOWfUgdf-JdkNSThg6uUlPCQ" class="fr-fic fr-fil fr-dib" width="715" height="857"></p><p><strong><span style="font-size: 10pt;">Fig 27. Multi-series chart options</span></strong></p><p><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" id="isPasted"><strong style="box-sizing: inherit; font-weight: 700;"><span style="box-sizing: inherit; font-size: 14pt;">Tracking Changes to Dashboards and Syncing Between Instances</span></strong></p><p>Configuration change tracking can be enabled for Reports and Dashboards. This will track any changes to these, allowing you to track creation, edits and deletion. These changes can then be synced between instances.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br style="box-sizing: inherit;"></p><p><strong><em>Note: Deletions cannot be rolled back.<br></em></strong></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br style="box-sizing: inherit;"></p><p>In Configuration > Advanced Settings > Configuration section, enable the below option. If planning to sync between instances, ensure production is up-to-date before making any changes.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br style="box-sizing: inherit;"></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI4ZTUxZTE1LTkxNWItNDcyMS04NTVmLWY2ZTI0MjNjZDY1ZSJ9.wGHJDpD5UHKV-A5B_4HI7tydI0ebc3Az3EwJTy-sOVs" width="752" height="53" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; max-width: none !important;" class="fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 28. Enabling Report and Dashboard config change tracking</span></strong></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br style="box-sizing: inherit;"></p><p>When Widgets on a Dashboard are edited, they will appear like below. Here, the type of Widget was changed and the Report ID. General changes like filters will also be shown here if changed.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY3NjMxY2E3LWY1YTUtNGQzZi04NDFkLTI4MmRkMDQxNWRjZSJ9.pQ1wqFF4hr1PT9IuHFHK_rCohAz935uBlANaBjH3jjU" width="715" height="595" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; max-width: none !important;" class="fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 29. Dashboard edit example</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Reporting on Report Views from a Dashboard</span></strong></p><p>When viewing a Report from a Dashboard, the "redashboardid" column within the "ReportEvent" table will be populated with the ID of the Dashboard. This helps track consumption of Dashboards, and how often Agents are clicking into a certain Report from them.</p><p><br></p><p><strong><span style="font-size: 14pt;">Allow dashboards to be grouped</span></strong></p><p><strong><em>Note: This setting will automatically make tabs for each of the Dashboards assigned to the Dashboard group.</em></strong></p><p><br></p><p>By default when agents navigate to the Dashboard module, they will be prompted to choose the dashboard they would like to view.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI2ZjM2Nzc2LWM2YzMtNGYzMS05ZDE5LWJhYmQzOTk4ZDA1NyJ9.t_bGP9onilwxbd_VqxNeSjbEae00Z9d_lbhCgo0r7xs" class="fr-fic fr-fil fr-dib" width="1410" style="width: 1412px; height: 332.686px;" height="333"></p><p><strong><span style="font-size: 10pt;">Fig 30. Choose a Dashboard screen</span></strong></p><p><br></p><p>You can remove agent's need to choose, and instead allow agents to navigate between dashboards using a tab display instead.</p><p> </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRlMjU5YmMwLTYzMzYtNGFlMS1hMmNhLWUxNzE2ZDVhZjdkZiJ9.Jgb-1_im1X2CJ_eucWdq5Zv21GDoqqVY2ddzwpdh9QQ" class="fr-fic fr-dii" style="width: 1757px; height: 542.507px;" width="1755" height="543"></p><p><strong><span style="font-size: 10pt;">Fig 31. Dashboard tab display</span></strong></p><p><br></p><p>To use tabs head to Configuration > Reporting > General Settings > "Allow dashboards to be grouped".</p><p> </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQxNzUwZTUwLTk5OWYtNDA2YS05MzBjLTg2NjVkZmIyYzk3OSJ9.TH3hdEWZCwLNznSNfsPQ514qlU8j-dhGBiRM7sUuhQE" class="fr-fic fr-fil fr-dib" width="1261" style="width: 1263px; height: 446.397px;" height="446"></p><p><strong><span style="font-size: 10pt;">Fig 32. Enable Dashboard Tabs</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Dashboard Tab Groups</span></strong></p><p>Dashboard tab groups are useful to organise a set of dashboards based on their use. For example, grouping all dashboards relating to projects together. </p><p><br></p><p>To create a group hit "View Dashboard Groups" (Figure 32) after you have enabled tabs for dashboards. </p><p><br></p><p>Here, use the "New" button to create a new group and give the group a name.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ4ZWMxZDdiLTBiMmQtNGU5ZC05YzJiLTg0NTFmZmMzZjg2MyJ9.jubymjOq8sDd_AKw2ZIUDBVphEP6MV3Ht32Qcvaehao" class="fr-fic fr-fil fr-dib" width="866" style="width: 868px; height: 363.794px;" height="364"></p><p><strong><span style="font-size: 10pt;">Fig 33. Dashboard Group</span></strong></p><p><br></p><p>Assign each dashboard to a group when configuring the dashboard itself, using the "Dashboard Group" field.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM4MmFmNmY1LWVkMDMtNDk0Yy1hYzc4LTNmODQwMDUyZWQxYSJ9.8KVb04kCtaur3nqe1-d-OzxInnwK4NkE5AY9JvwZUfU" class="fr-fic fr-fil fr-dib" width="1147" style="width: 1149px; height: 694.433px;" height="694"></p><p><strong><span style="font-size: 10pt;">Fig 34. Assign a Dashboard to a Group</span></strong></p><p><br></p><p data-pasted="true">You will need to select your Dashboard group from the Dashboard Screen. Within this Dashboard Group you can view each Dashboard using the tabs. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUzMWE0ZTIzLTI1YzUtNDQ1Mi04NmEzLTE0MmU0ZWEyNzhkZSJ9.Ft-WTWb7E5ZH_7ONiQxYbbUvlCk1nC85jz9eR_ZLGu8" class="fr-fic fr-fil fr-dib" width="1146" style="width: 1148px; height: 537.171px;" height="537"></p><p><strong><span style="font-size: 10pt;">Fig 35. Dashboard Tab Group filter</span></strong></p><p><br></p><p>You will be able to grant Access Control on a Dashboard Group. To do this, first enable "Use access control for dashboard groups" in Configuration > Reporting > General Settings. Now against each of your Dashboard Groups (Figure 33) you will have the option to grant Access Control. Agents with "Read and Modify" or "Owner" access will be able to add to or edit the group. Agents will still require access to each Dashboard within the group to view them in the Dashboard Area. Agents must have access to view one or more of the Dashboards in order for the group to show in the Dashboards area. </p>
