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7.08 - Create a Dashboard

7.8.1 Create a dashboard

To create a Dashboard and add charts in it:

In the Management workspace, select a project or a folder located in the library.
Click on the create icon ([+]), select [New Dashboard ...]. A pop-up window "New Dashboard" appears
Enter the name of the Dashboard, and then click on [Add]. The dashboard is created.
Drag and drop charts or reports from the library to the dashboard consultation page. The selected charts and reports appear on the dashboard.

The dashboard is updated in real time.

FOCUS

Charts and reports can be moved in the dashboard and their size can be modified.

It is possible to generate a report from a dashboard.

7.8.2 Display a favorite dashboard in workspaces

From the dashboard consultation page, it is possible to display a dashboard in the following workspaces with the [Favorite] button: home, requirements, test cases and campaigns workspaces.

Click on [Favorite]
Select a workspace in the drop down list
Go to the selected workspace to display the dashboard

To display the favorite dashboard on the Home page: go to the Home workspace, and click on [Dashboard].

To display the favorite dashboard in other workspaces: go to the workspace and click on [Favorite] on the top right dashboard unit (more information for requirements, test cases and campaigns workspaces).

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