Visuals - Dashboards Home
From VersaVision Support
The Dashboards Home page allows the user to see a list of all the Dashboards in the system and to edit or add more Dashboards.
This page will provide information on how to access Adding, Editing, Favoriting and Viewing functions as well as Duplicating and Deleting Dashboards.
Dashboards can be accessed via the Home page menu or the Dashboards icon. Once Visuals has been selected from the menu - select Dashboards.
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On the Dashboards home page, click on the Add New button at the top right corner of the screen.
There will be 3 options available from the menu. Select the appropriate option for the Widget being created.
- Freehand - select this option to create a Freehand Dashboard.
- Click Here for information on setting up a Freehand Dashboard.
- Messaging - select this option to create a Messaging Widget.
- Click Here for information on setting up a Messaging Dashboard.
- Table - select this option to create a Table Dashboard.
- Click Here for information on setting up a Table Dashboard.
- Freehand - select this option to create a Freehand Dashboard.
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On the Dashboard home page, click on the 3 Dot ellipsis on the top-right side of the Dashboard card.
Select Edit from the menu.
- Click Here for information on editing a Freehand Dashboard.
- Click Here for information on editing a Messaging Dashboard.
- Click Here for information on editing a Table Dashboard.
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On the Dashboard home page, click on the 3 Dot ellipsis on the top-right side of the Dashboard card.
Select Duplicate from the menu.
The New Dashboard window will load with the Properties menu showing. Click in the Name field to enter a name for the duplicated Dashboard.
- Click Here for information on editing Properties.
- Click Here for information on editing a Freehand Dashboard.
- Click Here for information on editing a Messaging Dashboard.
- Click Here for information on editing a Table Dashboard.
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On the Dashboard home page, click on the 3 Dot ellipsis on the top-right side of the Dashboard card.
Select Delete from the menu.
Select Yes on the warning message to remove the Dashboard. Select Cancel to keep the Dashboard.
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On the Dashboard home page, Thumbnail/Image of the Dashboard on the Dashboard card. There is an overlay of a Play icon.
The Dashboard that was selected will open in a new tab.
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On the Dashboard home page, click on the 3 Dot ellipsis on the top-right side of the Dashboard card.
Select Generate Thumbnail from the menu.
The system will take a few seconds to generate the image.
Once the Thumbnail has been generated, the image on the Dashboard Card will be updated.
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