Navigating and Customizing Portfolio Dashboards
This functionality empowers users to personalize portfolio dashboards based on specific requirements and the type of data you wish to display.
To manage this page, the main button to complete operations is located in the top right corner, which is the three buttons.
Through this button, we may:
Add Dashboards
Arrange Dashboards
Add Widgets
Arrange Widgets
Delete Dashboard
Clicking on the "Add Dashboards" button triggers a window to appear, prompting users to input the Dashboard Title, Description, and specify the User Access Level, determining who has permission to view the data on the newly created dashboard.
After selecting the desired data and clicking the "Save" button, the newly created dashboard will be promptly added to the dashboard list. Within this dashboard, users can tailor widgets to their specific requirements.
To create widgets, navigate through the three-button icon and choose "Add Widgets." Subsequently, select the preferred widget type from options such as Chart, Text, Counter, Camera, Network Status, Weather Forecast, Raw Data, or Picture. Upon selecting the desired widget, click the "Add" button to incorporate it into the dashboard.
Here you may choose a single or multiple buildings. It depends on the data you would like to present, then click on the “Next” button.
We need to complete the Card Details, Filter, and Chart Details with the details we want to be shown in the widget, once you click on the “Save” button, the widget will be shown within the created dashboard.
Furthermore, under the three dots menu, you'll find the crucial "Arrange Widgets" button. This feature empowers users to organize widgets through a simple drag-and-drop method, ensuring they align with specific preferences and requirements.
In instances where a dashboard is no longer needed, the "Delete Dashboard" option, located within the three dots at the top right corner, offers a convenient solution. Simply select the dashboard you wish to remove and click on "Delete Dashboard" to complete the deletion process.
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