This document is intended to demonstrate how to setup Dashboards in Naverisk to provide overviews of your Tickets and Devices.
In addition to the dashboards described in this document, comprehensive, fully customisation dashboards are also available as part of Naverisk BI. To access these dashboards, go to Reporting then select Naverisk BI.
To create a new dashboard, click on the + icon and select Dashboard.
Full help documentation for Naverisk BI is available by clicking on the grey question mark icon in the top right of the screen.
1.0 Setting up a Dashboard
To setup a Dashboard:
- Click on the Dashboards tab under home
2. Click on Edit Dashboard and the New Dashboard button will appear
There are 5 primary fields that can be used to make a dashboard.
This is the name of the dashboard. Use this to give an identifiable name for the dashboard if you need to make edits.
The heading can be used as a sub-title for the dashboard. The heading can then be used to provide information on what the dashboard is for, and vice versa. (Note: this can only be used for the grid type Dashboard).
1.3 Text Size
From here the text size of the dashboard's information can be changed. In the image below, the dashboard text is set to Extra Large.
This defines what type of dashboard is to be used e.g. Bar chart, Line Graph. Below is an example of a line Graph used for unassigned tickets.
This is the Source for the dashboard. There are three options - Tickets, Devices and Custom. When changing Source type, the options change.
When using the Tickets source, the dashboard can then be made to show tickets based on their Status and Queue. For example, the dashboard can be configured to only show tickets that are unassigned and are in the Support queue.
The dashboard can also use custom ticket views already utilized under the Tickets tab. In this example, the dashboard is chosen to only display information about tickets that are Not Assigned to Luke, a custom view that has already been created.
When using the Devices source, the dashboard can then be made to show devices based on Custom Views created under the Devices tab. In this example, the dashboard is chosen to display only Windows Servers.
The custom source can be used to enter a custom source, parameters and format. A separate guide will be created to demonstrate this and will be updated here when available.
When the dashboard has been configured, click save.
Additional dashboards can then be created by repeating the above steps. If you need to edit your dashboards, click on the Dashboard Edit button.
Then click on the edit icon next to the dashboard you need to edit.
2.0 Additional Features
2.1 Copy to Users
The Copy to Users function can be used to copy an already created dashboard setup to other Naverisk users. To use this, click on the button Copy to Users.
Then choose the User you wish to copy the dashboard to and click Copy to Users.
2.2 Changing Column Layout of Dashboards
To change the layout of the dashboards, click on Dashboard Edit.
Then click on one of the column layout buttons.
2.3 Detach & Full Screen
Dashboards can also be used as a detached window or in full screen mode. To detach a dashboard to a separate window, click on the Detach button.
This window can then be moved around and used on a separate monitor.
To bring the window to the front if its minimized or behind another window, click the Activate button. To reattach the dashboard back to the main Naverisk window, click Re-Attach.
3.0 Case Study
In this example, a manager wants to setup a dashboard to get an overall view on unassigned tickets, tickets assigned to their technicians (not assigned to the manager) and an overview of the health of their servers.
To do this, the manager first creates a Ticket dashboard to show Unassigned tickets in all queues.
The Manager then creates a Device dashboard using a custom view for Windows Servers.
The Manager then creates another Ticket dashboard using a custom Ticket view for tickets NOT assigned to the Manager.
The Manager then changes the layout of the dashboards to a different column structure.
Happy with this, the manager then chooses to detach the dashboards to have running on their secondary monitor to keep an eye on issues at all times.