Dashboard Manager

Purpose

The CGR platform enables users to control their own dashboards, providing an extra level of customisation. Dashboards are built using available fields from each module and can include visual elements such as charts, cards, tiles and tables, these are called widgets. These widgets can be newly created or reused from Dashboard Manager. 

Each dashboard is based on a template, which consists of one or more widgets. The Dashboard Manager enables users to assemble one or more widgets into a layout that forms a customisable dashboard. This allows users to determine how they see and present their data. 

Every user can build their own Dashboard through Dashboard Manager; this dashboard will be only visible for them until the decide to share it with selected other users.

Important Notes

• For the user to see the relevant data in the dashboard, they must have the ‘read’ access to the modules and the relevant registers/projects. 
• You can create your widgets on the dashboard while customising your dashboard template.

Step by Step Guide to Dashboard Manager

How to Create (or Add) a New Widget

1. Click on your name (top right) > Dashboard Manager
2. Select Dashboard Widgets and Click the ‘Add’ button to start creating a new widget.
3. Fill in the following fields:
   
   

   Field	Description
   Title	Enter a clear and descriptive name for your widget (e.g. Heatmap Risk).
   I would like to see...	Select the data or field you want the widget to display (e.g. Risk).
   As a...	Choose the visual format in which you want to display the data (e.g. Pie Chart, Bar Chart, etc.).
   In groups of...	Specify how the data should be grouped (e.g. by ID #, Category, etc.).
   Filters	(optional): Add any specific filters to narrow down the data shown in the widget. These filters will apply in addition to any filters set at the dashboard level.
   In theme...	(optional): Choose a colour theme for the widget display (e.g. Green to yellow to red for heatmaps or severity levels).

   
   
4. Once all required fields are completed, click ‘Save’ to save your widget.
   
   
   

How to Create (or Add) a New Dashboard

1. Click on Admin > Dashboard Manager
2. Click on ‘Add’ button to start creating a new Dashboard Template.
3. Fill in the following fields:
   • Title: Enter a name for the dashboard template (e.g. Risk Overview, Performance Tracker).
     
     
   • Layout: This section defines the layout and order of widgets within the dashboard. Use the dropdown menu to search for and add existing widgets to the template.
     • Use the dropdown to select existing widgets.
     • Click ‘+ Create Widget’ if you need to build a new one from scratch.
     • You can add up to 12 widgets per dashboard.

How to Manage Widgets

• Use the icons to view (pop up arrow) the individual widgets or click remove (red circle) to delete those widgets from the current template. 

• Click the red remove icon to remove the widget from the current template Note: this does not delete the widget itself.
• Reposition the widgets by dragging them to the desired location within the layout.
• Resize the widget by clicking and dragging dark grey handle on the right side.
• Filters: This section controls how data is filtered in the dashboard. You can set default filters that always apply or enable quick filters to give users control to interactively refine the dashboard view.
  1. Default Filters (optional): Apply filters that will always stay fixed on the dashboard, regardless of user interaction (e.g., specific location, date range).
  2. Enabled Quick Filters: Choose fields users can use to filter and interact with the dashboard dynamically (e.g. Location, Register, Created Date). These Filters appear at the top of the dashboard for user interaction.

How to Share a Dashboard Template

The ‘+ Share’ button - available both on the Dashboard Template list and within the Dashboard Template edit screen, allows users to share a dashboard template with other users in the system.
 By selecting this option, you can:

• Grant view or edit permissions to specific users or teams.
• Control who can access and interact with the dashboard.
• Support collaboration by making templates available across departments or roles.
  
  
  

1. Fill in the following fields:
   • Users: Select one or more users who should have access to the dashboard template.
   • Expires (optional): Set an expiration date for access. By default, access never expires.
     
     
2. Permissions (optional): Check the below options as per your requirement. 
   • Read: Grants view-only access. Users can see the dashboard but cannot make changes.
   • Update: Grants edit access, allowing the selected users to modify the dashboard template.
   • Notify users: Sends a system notification to let users know the dashboard has been shared with them
   • Refresh/Pagination: Allows you to browse through users if you have many listed.
     
     
3. Click Share to apply the sharing settings.
   • Click ‘Share’ to apply the sharing settings. Once the preview appears, click ‘Close’ to save and exit. OR
   • Click ‘Close’ directly to exit the sharing dialog without saving any changes.

Once all required fields are completed, click ‘Save’ to add the dashboard.