The dashboard page

In Visma.net ERP, a dashboard is a collection of widgets that is displayed on a dashboard page.
A dashboard page contains buttons you click to invoke dashboard-specific actions, and widgets that aggregate information from other windows.

The dashboard page title bar includes standard and form-specific buttons.

Button Description
Design

Switches the dashboard between view mode and design mode.
In view mode, you can only view information on the dashboard and cannot edit it.
In design mode, you can edit the dashboard layout and add or modify widgets.

This button is visible to users who are assigned the Administrator role or a dashboard owner role, and to users who have created a personal copy of the dashboard by clicking Create user copy.

For details, see: About access rights to dashboards.
Edit layout

Opens the Dashboard layouts dialogue box.

This button appears only in the design mode.
Properties Opens the Dashboards (SM208600) window, where you can specify the properties of the dashboard.

The button is displayed only in design mode and only if you have access to the Dashboards (SM208600) window.
Reset to default

Replaces the settings of your copy of the dashboard with the settings of the original dashboard.

The button is displayed only in the design mode.
The button is available only if you are not the dashboard owner and if you have modified the dashboard.
Create user copy

Creates your personal copy of the dashboard.
After you have clicked this button, you can personalise the dashboard.
Changes you make to the dashboard will be visible to only you.

The button is displayed only if your system administrator has allowed users to personalise the dashboard.

In the top part, you can select the values of any parameters, and the system will filter the data displayed in widgets by using these values.

(Data will be filtered on only those widgets that have the filter settings by the parameters.)

This section is displayed only if at least one active parameter has been specified in the dashboard settings.

By using this dialog box, you can change the layout of the dashboard.

You can invoke this dialog box by clicking Edit layout on the dashboard page title bar.

The dialog box has the following elements:

Element Description
Layout variant The list of layouts that can be applied to the dashboard.
You can select a layout variant that will organise information on your dashboard appropriately.
OK ( button) Saves the new layout and closes the dialog box.
Cancel ( button) Closes the dialog box without saving any data.

For the description of the widget toolbar, see: The widget toolbar.

Parent topic:
About dashboard reference

Related concepts
About dashboards and widgets
About dashboard configuration