Overview

The Custom Dashboard provides the flexibility to create tailored Dashboards based on the main system areas of Vivantio. The Incident Dashboards come as standard with Vivantio, these are editable and are contained within the Activity and Performance tabs, the pre-populated Charts contain data for example purposes, however, Custom Dashboards can be created based on the other system areas. The Vivantio dynamic Dashboard is the Default Vivantio landing page and provides a graphical overview of current team activity and performance.

Navigate to the Admin Area > Reporting > Dashboards > Charts

To create a new Dashboard, the first step is to create the Chart. Within the Chart screen, a Chart Name can be entered. The ability to select Chart Options such as the type of chart required e.g Bar Chart, Pie Chart; if a Legend is required (this is beneficial for charts which contain more than one Series). A Series is the information contained within the chart such as Open Incidents. A Chart Category and Sort Order can also be selected. Colors chosen from a color chart can be applied to the Category and Series to easily identify them in the Chart and provide an attractive look and feel. Finally, a date selector can be applied to indicate the dates are based on Open, Closed, Last Modified etc.

Further configuration can be applied using the Expression Builder in Chart Data; here logic can be created for the Chart based on the Ticket, Caller, Location and Client. Secondary fields can then be selected to build the logic for your Chart. For example, A Client which equals <insert Client Name> can be specified for the chart which will only pull through the data for the client entered.

It is possible to create a dashboard chart which includes all types of ticket.



You can set the total item count appended to the title of a dashboard chart.

Guidance

Pie Chart Tool Tip:

When Inserting or Updating a Chart, and the selected Chart Type is Pie, an option appears:

The options available are:

• Percentage - the current behavior

• Count - shows the count of records in the segment instead of the percentage

• Percentage and Count - shows both

To add a Chart

Click Add > Choose the ticket type > Enter a Chart Name > Enter the Chart options > Enter Chart Data if required > Click Save

To edit a Chart

Tick the box of the Chart you wish to edit > Click Edit > Make your changes > Click Save

To delete a Chart

Tick the box of the Chart you wish to delete > Click Delete > Click Ok to confirm the action

To Copy a Chart

Tick the box of the Chart you wish to copy > Click Copy Chart > Enter a name for the new Chart > Amend where applicable > Click Save 

To Preview a Chart

Tick the box of the Chart you wish to Preview

Examples of Charts:

Column Chart

Bar Chart

Pie Chart

Line Chart

Reviewed: 30 March 2023