Dashboard

Introduction

The Dashboard provides a graphical display of information from Confirm. That information is derived from Data Sources and transmitted to the Dashboard, using the Scheduled Reports functionality and the Task Processor, at user-defined intervals. The Dashboard is automatically refreshed at an interval specified in Dashboard User Settings.

The Dashboard has Fit In View option, which allows viewing all widgets without scrolling the page.

Switching

The active Dashboard can be changed by selecting a different Dashboard from the drop down list. All the Dashboards to which the current user has access are displayed in the drop down list. Typing search criteria in the drop down will filter the Dashboards displayed in the list.

Changing the active Dashboard in web interface will also change it in Confirm Client.

Drill-Down

The information of the data being displayed on the Dashboard can be viewed by clicking on the Category Text, or on the chart. The underlying information is displayed in a tabular form, in a new tab of the web browser. The table can be sorted by clicking on the column title.

Further details about Jobs, Enquiries, Defects and Features can be viewed from the Drill-down screen by clicking on the required item, provided the corresponding database table (Job, Enquiry/Central Enquiry, Defect, or Feature) is configured as a Linked Table.

Export

All the records in the Drill-down can be exported to a CSV file by clicking Export. A file will be downloaded to the browser’s default download location. File name will be same as widget name.