There If you have the Manage Dashboards user permission, there are several ways you can change the look and feel of a dashboard. Most of this customization can be done either while you are creating a dashboard or later, within a dashboard. You can make changes at the dashboard, line and widget level. If you are viewing a shared dashboard, some of these customization options might be unavailable.
Rename a dashboard
In the dashboard toolbar, click the Share button, edit the name and click Save.
Set a dashboard to automatically refresh
Set your dashboard to update with any new data, either immediately or at selected intervals. Setting the refresh interval is not saved with the dashboard and will be reset if you move away from the page.
In the dashboard toolbar, click the Refresh button, then select the required frequency:
The Automatic option is particularly useful for dashboards that progressively build throughout the day, and if you have your dashboard displayed on a big screen, for example, in a warehouse or office. The dashboard widgets flash briefly each time the underlying data is updated (when the database builds and if the value has changed). Summary chart query widgets with a change in data will flash the updated color. For example, if the data update moves their status from green to red, red to green, and so on. In the following dashboard, the Sales widget on the top line has flashed green to signify that a) the database has been built and b) the updated data has moved into the green range.
The Stop option stops the dashboard from refreshing.
Apply a custom period
You can adjust the period for all the widgets on a dashboard, so they show data for the same period. Like all custom periods in Phocas, this is temporary and cannot be saved with the dashboard.
In the dashboard toolbar, click the Custom (period) button, set the custom dates as required and click Apply.
After you apply the period, a message at the top of the screen tells you how many widgets were updated. Some widgets might not update, for example, if they are not filterable or their date range is outside of the dates you want to see.
The period displays in the status bar. Click the X or the Reset button to remove the custom period.
Change the way widgets display in a line
Hover over the line and click the Edit button, then on the Line screen, select one of these Display options:
Stack - Stack widgets vertically when they will not fit on a line horizontally.
Equal width - Set all widgets to the same width, filling the line and adjusting to the browser window's size. This is useful when a dashboard is going to be viewed using different screens and devices. The minimum widget width is 200 pixels, after which the line will scroll horizontally. The height of all widgets can be adjusted by clicking and dragging from the bottom of any of the widgets in the line. In the image below, three different-sized widgets have been automatically resized to be of equal width.
Horizontal scroll - The widgets take up as much space as they need, next to each other on the line. The user must scroll to see them.
Flex - Enables the widgets to be resized (see below). This option is also responsive, for different window sizes or devices.
Show when the widget was last updated
If you have a dashboard that updates frequently, you can add details of exactly when a widget was updated. This is particularly useful on dashboards that contain widgets from multiple sources.
Hover over a widget and click the Edit button, then on the Widget screen, add the [updateDelta] placeholder in the Description box and click Save.
Rearrange widgets
Click the widget and drag the toolbar to a new position on the dashboard.
Resize widgets
To temporarily minimize the widget, hover over the widget and click the Minimize button.
If the Flex option is enabled in the line settings (above), you can permanently change the widget's size of the widget: Click and drag the Re-size button in the bottom right corner of the widget. The size appears in pixels as you drag.
Switch widget filters on or off
Widget types that can be selected and filtered have the filter option switched on by default. You might want to turn this off, for example, to compare the whole company to just one sales rep, or just one branch. So you might have two identical widgets, one which filters and the other that does not.
Hover over a widget and click the Edit button, then on the Widget screen, select Is Filterable > No and click Save. You turn the filter back on in the same way.
Set the filtering order
You can determine whether to apply a dashboard filter before or after an existing widget filter, such as an advanced search filter. The order in which the filter is applied affects the results.
Hover over a widget and click the Edit button, then on the Widget screen, if the widget has a filter applied, you will see an option to select either Filter applied first or Filter applied last. Select the required option and click Save.
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The image below shows the different results returned depending on the filter order.  |
Link dashboards
You can link dashboards to each other. You select a link within a widget in one dashboard to open up in another dashboard. You can also choose to filter the data shown in the second dashboard. Only grid widgets (not charts) can be linked.
You can select the dashboard you want to link to when you create a widget or go back and edit a widget’s configuration. From the Link To Dashboard dropdown list, select the dashboard you want to link to and click Save.
Each data item in the Code column of that widget turns blue, indicating there is an active link.
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