About dashboard pages

In Visma.net ERP, a dashboard is a collection of widgets that is displayed on a dashboard page. The intention is to give you needed information at a glance.
You can use dashboards to display information that is important for the business processes of your organisation on a single page in Visma.net ERP.

You can use the predefined dashboard pages, which are supplied with the system and located in particular places of the site map, or create dashboard pages and locate them in the position of the site map where they are most convenient for users who could use the dashboards in their daily work.

In this topic, you can find information about adding new dashboard pages, managing access rights to dashboard pages, and resetting dashboards.

You can add new dashboard pages by using the Dashboards (SM208600) (SM208600) window.
A user who has access to this form can add, remove, and modify the properties of any dashboards.

The process of adding a new dashboard page consists of the following steps:

  1. Creating a new dashboard page and specifying the location of this page in the site map.
  2. Selecting the role for the dashboard owner. For details, see: About access rights to dashboards.
    If you will configure the dashboard that you are creating, you should select an owner role that you are assigned to.
    Otherwise, you will be working with your personal copy of the dashboard, and other users will not see any widgets that you add on the dashboard.
  3. Selecting the user roles that should be allowed to view the dashboard page.
    For details on user roles, see: About role-based access.
  4. Optional: Providing users who may view the page (based on their user roles) with the capability to add, modify, and delete widgets on the dashboard.
    You set this capability at the dashboard level, and it applies to all user roles that can view the dashboard.

For the detailed procedure of adding a new dashboard, see: Add a new dashboard page.

After you have created the dashboard page, you populate it with widgets.
For details on working with widgets, see: Configure dashboards - overview.

Users who will work with dashboards can be given any of the following access rights capabilities:

  • Managing dashboard pages:
    Users with this capability can create new dashboard pages, delete dashboard pages, set up access rights to dashboard pages, and populate the dashboard pages with widgets.
    With regard to access rights to dashboards, these are the most powerful users.
  • Configuring an original dashboard:
    Users with this capability can modify widgets on an original dashboard and reset all user copies to the original settings.
    These users are regarded as dashboard owners.
  • Viewing dashboards:
    Users with this capability can only view information on a dashboard.
    These users are the least powerful dashboard users because they cannot modify widgets on a dashboard.
  • Personalising dashboard:
    Users with this capability can view and modify widgets on their copy of a dashboard.

For details on access rights to dashboards, see: About access rights to dashboards.

When you reset a dashboard, its widgets are replaced with the widgets from the original dashboard.

Settings for predefined dashboards are taken from the
To reset a predefined dashboard, you open the dashboard in the Dashboards (SM208600) window and click Reset to predefined on the window toolbar.

Settings for user copies of dashboards that were created by you or your colleagues are taken from the original dashboard.
You can reset all user copies of the dashboard at once by opening the dashboard in the Dashboards (SM208600) window and clicking Reset all user copies.

Users who work with a copy of the dashboard can also reset their copy.

Related tasks

Add a new dashboard page

Related windows

Dashboards (SM208600)