This reference aid is designed for Super Users of the AgileField Control Tower to learn how to set up dashboards.
Setting Up a Dashboard
Create a Dashboard Group
To set up a Dashboard, the first step is to set up a Dashboard Group.
To do this, follow the steps below:
Select the Admin tab in the Control Tower
Select Dashboard Group.
Select MAIN in the search results.
Change or validate the Welcome Page drop down is Yes.
Optional: To specify a Dashboard Group to a specific User Type, populate the User Type drop down as desired.
Create a Dashboard Widget
Each Dashboard Widget will represent a set of data and have its own visual graph representation on the Welcome Screen.
To set up a widget, follow the steps below:
Navigate to the Reporting tab in the Control Tower.
Select the Configuration tab.
Populate all required fields:
Group - Select the Dashboard Group to associate the Widget to
Type - Select the Type of visual graph: Pie, Horizontal Bar, Vertical Bar, or Line
Active - Active must be selected for the Widget to show on the dashboard
Optional: Populate any optional fields:
Inquiry - This will pull any Saved Inquiries from other Searches in the system.
Sequence - This allows a user to set the sequence in which the widgets appear
Range - This allows a user to select a date range: 7 days, 30 days, or 90 days
Division - Will limit the Widget visibility to the selected Division.
Repeat steps 1-5 above as desired.