You can create custom dashboards and save them as public tasks or private tasks in
Security
Desk.
Before you begin
To create a dashboard, users must have the following privileges:
- Modify dashboards
- Manage private tasks or Add public tasks
Specific widgets might require privileges of their own. For more information,
refer to Standard dashboard widgets.
Procedure
-
In Security
Desk, open the
Dashboards task.
-
On the Select dashboard screen, click
Create.
-
Provide a name for your new dashboard and save it as a private task or a public
task.
An empty dashboard is created.
-
Click Add widgets.
The dashboard canvas opens with the available widgets shown in the
Widgets palette.
-
Populate the dashboard by dragging and dropping widgets from the palette to the
canvas.
Tip: You can perform a search for the widget you are looking
for.
By default, all changes to the dashboard layout and widget configuration are
saved automatically. To disable this behavior, deselect
auto-save in the dashboard menu.
For each widget, you can do the following:
Counts, charts, reports, and web pages must be refreshed to show the latest
information. Dashboard widgets can be refreshed manually or on an interval.
An auto refresh interval can be specified per widget, or once for the entire
dashboard in the dashboard Options.
-
After populating your dashboard with widgets, click
Done.
Results
Your dashboard layout is ready for use. Public dashboards are available to all users
who have the
View dashboards and
View public tasks privileges. Private
dashboards are only available to the current user.
After you finish
To access your dashboard, you can select it in the
Dashboards
task, or open it directly with the associated public task or private task.