<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>Configuration > Reporting > Dashboards</strong></p><p><br></p><p><strong>Related Guides:</strong></p><ul><li><a href="https://usehalo.com/haloitsm/guides/1875/" rel="noopener noreferrer" target="_blank"><strong>Ticket Dashboards</strong></a></li><li><strong><a href="https://usehalo.com/haloitsm/guides/1249/" rel="noopener noreferrer" target="_blank">Halo In-App Dashboard</a></strong></li><li><a href="https://usehalo.com/haloitsm/guides/887/" rel="noopener noreferrer" target="_blank"><strong>Reports and Scheduling</strong></a></li></ul>
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</style><p><strong><u><span style="font-size: 18pt;">Details</span></u></strong></p><table class="styled-table grid" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 18.3691%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 48.2976%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;" id="name">Dashboard Name<br></td><td style="width: 18.3691%;">Free Text</td><td style="width: 48.2976%; text-align: left;">This will be the name of the Dashboard as it is displayed elsewhere throughout the system.</td></tr><tr><td style="width: 33.3333%;" id="display_type">Dashboard Type<br></td><td style="width: 18.3691%;">Single Select</td><td style="width: 48.2976%; text-align: left;">This will determine where the Dashboard is located, it can be displayed on the same tab, a seperae tab still in Halo, there is also the option for an iframe so that the dashboard can be embedded onto another website.</td></tr><tr><td style="width: 33.3333%;" id="manually_load_dashboards">Require Dashboard to be loaded before displaying/refreshing widgets<br></td><td style="width: 18.3691%;">Checkbox</td><td style="width: 48.2976%; text-align: left;">When selected, this checkbox prevents Dashboards from automatically updating when selecting filters. Reports shouldn't update until the 'Load Dashboard' button is pressed (This button is visible when this setting is enabled).</td></tr><tr><td style="width: 33.3333%;" id="dashboard_theme_override">Theme Override<br></td><td style="width: 18.3691%;">Single Select<br></td><td style="width: 48.2976%; text-align: left;">Allows you to select the theme that is used when the dashboard is viewed. This only changes the theme of the dashboard when viewed in the module, does not affect configuration view.</td></tr><tr><td style="width: 33.3333%;" id="filters">Filters</td><td style="width: 18.3691%;">List</td><td style="width: 48.2976%; text-align: left;">Any filters added to this list will determine the data which is shown on all of the reports in this dashboard. For a field to be filterable, it must be contained as a column in every single report inside the dashboard. This is often used for Agent or Client filters, for example.</td></tr></tbody></table><p><u><span style="font-size: 18pt;"><strong>In-App</strong></span></u></p><table class="styled-table grid" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 18.0571%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 48.683%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;" id="rowheight">Grid Row Height<br></td><td style="width: 18.0571%;">Int</td><td style="width: 48.683%; text-align: left;">Determines the default height of each row in the grid.</td></tr><tr><td style="width: 33.3333%;" id="">Reporting period<br></td><td style="width: 18.0571%;">Single Select</td><td style="width: 48.683%; text-align: left;">The timeframe selected here will determine the date range of the data that the reports in this dashboard are showing data for. "Inherit from reports" will use the report in question's reporting period. Any other choices will override every report in the dashboard's date range. (The date range is determined by the field chosen on each report to be used as it's "Reporting Period")</td></tr><tr><td style="width: 33.3333%;" id="reportingperiodvisibility">Reporting period visibility<br></td><td style="width: 18.0571%;">Single Select</td><td style="width: 48.683%; text-align: left;">When not visible, the option to modify the reporting period of the Dashboard whilst viewing it (by any Agent or User) will be revoked. Should "Visible and editable" be selected, Agents and Users will be able to change their personal view of the Dashboard to have the time-frame of their choice. This will remain as the choice for them, but will not change it for anyone else.</td></tr></tbody></table><p><u><span style="font-size: 18pt;"><strong>External (Any)</strong></span></u></p><table class="styled-table grid" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 18.2257%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 48.441%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;" id="">Link URL</td><td style="width: 18.2257%;">Free Text</td><td style="width: 48.441%; text-align: left;">The URL placed here will be determined by the external source of the data you are trying to show in this dashboard. These are usually created via other reporting means, such as PowerBI. The choice of External type will determine how these are displayed.</td></tr></tbody></table><p><strong><u><span style="font-size: 18pt;">User Access</span></u></strong></p><p><br></p><p><span style="font-size: 18pt;">This list will determine which Users</span></p><table class="styled-table grid" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 18.0055%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 48.6612%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;" id="type">Entity</td><td style="width: 18.0055%;">Single Select</td><td style="width: 48.6612%; text-align: left;">This will determine the nature of the filter being applied to who can see this Dashboard.</td></tr><tr><td style="width: 33.3333%;" id="data_id">User / Site / Customer / Department / Organisation</td><td style="width: 18.0055%;">Single Select</td><td style="width: 48.6612%; text-align: left;">This will be the relevant entity being permitted to view this dashboard, options will be reliant on the selection above.</td></tr></tbody></table><p><strong id="isPasted"><u><span style="font-size: 18pt;">Layout</span></u></strong></p><p><br></p><p>This will be the layout for the widgets on the dashboard, the Ticket Dashboards and In-App Dashboard guides, exlain the different widgets and how to configure them.</p>
