Overview: Dashboard view workspace (Edify App)

This article provides an overview of the dashboard view workspace which is where you view a dashboard in Edify App.

In this article

Overview

When you open a dashboard from the Dashboards list workspace, the system directs you to the dashboard’s view workspace. This is where you can see the reports and charts, referred to as containers, added to the dashboard on a single, scrolling page. You can't edit any of the containers when viewing a dashboard; instead, you can only look them over to review your data.

Dashboards update based on time intervals set on the container. This means that you can set a specific update interval that’s relevant to each container. You can also turn off automatic updates if your dashboard hosts lots of data or the dashboard doesn't need frequent reloads.

Additionally, a valuable feature of the view workspace is the Expand button which opens the dashboard in a separate window. This makes it easy to display them on a TV or external monitor for easy viewing and monitoring of your team's performance during the word day.

Visual breakdown

Use the labeled graphic and descriptions below to get a better understanding of each workspace in Dashboard view.

Dashboard view workspace

• Dashboard breadcrumbs: The navigation breadcrumbs in the top-left corner of the screen are how you move back and forth between workspaces in Dashboards. The breadcrumbs show you where you are positionally in the workspace.

For example, in the screenshot above, the breadcrumbs (Dashboards > Billing Q Dashboards > Billing Q Monthly Digest) indicate that the user is in the Dashboards workspace, in the Billing Q Dashboards folder, viewing the Billing Q Monthly Digest dashboard.

• Container (A): Dashboards are made up of one or more containers. Containers display a single report or chart. To look more closely at the data of a specific container, hover your mouse over a part of the chart to reveal more information related to it. Read the Overview: Dashboard containers article to learn more about containers. 

• Refresh button (B): The Refresh button (rotating arrows icon) is located in the top right corner of the view workspace. You can click the Refresh button to manually update the dashboard to see the most current data, which is especially useful if the Auto Update setting is currently disabled for the dashboard. The dashboard automatically updates when:

  • • The time interval selected arrives

    • The user manually clicks the Refresh button

    • The user closes out of the dashboard and opens it again

• Expand button (C): The Expand button (square with arrow icon) is located in the top right corner of the view workspace. You can click the Expand button to open the dashboard in a new window for easier presenting.

• Menu (D): The Menu (vertical tri dot icon) is located in the top right corner of the view workspace. You can open the settings menu to access additional settings and features to edit the dashboard, create access keys to generate a unique, sharable link for added security, display the dashboard in full screen mode, and more. Look over the Dashboard settings menu section of this article to learn more about the features available in this menu.

Dashboard menu

• Close: You can select the Close option to return to the dashboard’s folder; or, if it’s not in a folder, this returns you to the list workspace.

• Edit: You can select the Edit option to open the dashboard’s editor workspace to modify the dashboard.

• Settings: You can select the Settings option to open the Settings panel for the dashboard. The Settings panel is where you can update global settings of the dashboard, like the name of the dashboard and set access permissions. Read the Overview: Dashboard menu for more information about these features.

• Delete: You can select the Delete option to delete the dashboard. When selecting this option, you’re prompted to confirm your request before the dashboard is permanently removed.

• Full Screen: You can select the Full Screen option to display the dashboard in full screen mode. Once you’re in full screen mode with the dashboard, press Escape on your keyboard to exit out of full screen mode at any time. 

• Enable / Disable Auto Update: Each container updates based on the interval selected in the bottom-left corner of the container when in the dashboard’s editor. The Auto Update option can be set to either Enabled or Disabled for the dashboard. When disabled, the containers in the dashboard don’t update automatically. In this screenshot, the dashboard has Auto Update enabled, so you can click the Auto Update option to turn off automatic refreshes.