Overview

Within Vivantio, Dashboards are a facility whereby current Ticket data can be summarized in chart format. One Dashboard is able to display a collection of related charts. It is possible to drill down into a particular chart to see exactly which Tickets are making up that part of the chart.

By default Vivantio comes with a standard set of charts but it is possible to reconfigure these and create new charts and dashboards to better fit with an organization’s requirements. Typically charts are used to display data on either open Tickets, that is to say Tickets that have work to be done to them (activity charts) and closed Tickets that have had their work completed (performance charts).

It is recommended to review what Ticket data would be useful to display in dashboards before going live with them in Vivantio. This could include the provision of additional dashboards that are set to be visible to different roles.

Guidance

Navigate to the Admin Area > Reporting > Dashboards

To create a new Dashboard, ensure the Chart has been created first; please see Charts in the Admin Area of Vivantio. Populating the blank chart is simple with the drag and drop feature. Simply drag in the chosen chart and drop it on to the chosen section of the canvas. Each layout contains different size and number of boxes to custom your Dashboard. If charts have been created for different system areas then they will appear in folders of the system area name in the left hand menu, click on the + to reveal the folder contents and the - to collapse the folder.

Please Note: it is not currently possible to create a chart that displays a mixture of different ticket types, though individual charts of multiple types can be included on a dashboard and once a chart has been created, it is not possible to change which ticket type it applies to.

There is a feature ‘Render Dashboard Charts in Accessibility Mode’ that when enabled will cause dashboards to render tabular datasets rather than visual charts, to improve access when using screen readers or other assistive technologies.

Please Note: This provides the best experience for a user with visual impairment and/or using assistive technologies such as screen readers.

The feature is available via User > Preferences

It can be enabled on a ‘User by User’ basis

Example when the feature is Disabled:

Example when the feature is Enabled:

To Add a Dashboard:

- Click Add
- Enter a Dashboard Name
- Choose a Layout from 1- 7 from the drop down list

- Select Default Permissions from the Drop Down List

- Select if you want to Copy from an existing Dashboard

- Choose the Icon

- Drag and drop the charts from the left hand side into the blank canvas on the right hand side of the screen
- Click Save

To Edit a Dashboard:

- Tick the box of the Dashboard you wish to edit
- Click Edit
- Make your changes
- Click Save

To Delete a Dashboard:

- Tick the box of the Dashboard you wish to delete
- Click Delete
- Click OK to confirm the action

To Copy a Dashboard:

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

To Add a Role to a Dashboard:

- Tick the box of the Dashboard you wish to apply the role
- Click Roles
- Drag and drop the appropriate role from the available to the current box
- Click Save

Move Up and Move Down

Move the Dashboards up or down in the list to arrange them in order of preference for the Operational Area

Dashboard in the Operational Area

To view the completed Dashboard in the Operational Area:

Reviewed: 30 March 2023

Updated on Tuesday, April 2, 2024