Dashboard

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for CyReport

Dashboards

1. Log in to the application with valid credentials
   _{* If Windows SSO is enabled for your system then you may have the option to login with a Windows account}
   

   

   After login, user lands on default Slider page if a default Slider is set, otherwise on the Dashboards list page
   

   

2. My Dashboards – By enabling this checkbox user can only see dashboards which they created

   Global – By enabling this checkbox user can view all global dashboards
   _{*A user needs to select either one or both checkboxes. Selecting both checkboxes displays all dashboards}

   Add Dashboard - Adds a new blank dashboard and user navigates to Add Dashboard screen

   Live View - Shows a real time view of the dashboard

   Edit - Navigates to Edit Screen where user can edit dashboard properties

   Delete - Deletes the dashboard

   View - Select the value from drop-down list to set the number of items visible in a single page.
   _{Default value is “10”}

3. Navigate to other pages by clicking on “Next” or directly click on #page number

4. Save User Details - This option will remember the logged in user and not require you to login again if the browser is closed without logging off. This is useful when setting up a shortcut to a dashboard page in your Windows Startup folder to automatically start a dashboard. Unchecking this option or using the Logout option will again require you to enter login details

   Licence Count - Shows the number of Dashboard Licences available and how many are in use

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Dashboard Settings

Click "Settings" icon to access options where you can configure your dashboard.

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Background Color

Click the square button next to "Background Color" to open up the color picker bar and select a background color for the dashboard page.

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• Color: - Use the slider to select the color

  Shade: - Use the picker to select the shade of the chosen color

  Transparency: - Use the slider to select the transparency

  Hex: - Shows the Hex color chosen or you can type in the Hex color

  R G B: - Shows the color value in decimal or you can type in a color value in decimal

  A: - Shows the Alpha (transparency) value in decimal or you can type in value in decimal

  Preview: - Shows the resulting color based on the above options

• Click "Apply" button to save the color to the dashboard

Select Device Guide

Turns on or off a guideline to assist with dashboard layout for various display sizes. The dashboard runs in a browser and has no control over the the size of the final display screen size, however when arranging the layout you may wish to place the widgets so they fit a certain display size and reduce scrolling for the user. The display guide shows the dimensions for various display sizes to help you with layout. The guides do not show when the the dashboard is displayed live, and they are not restrictive during editing.

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1. Guide Name: - Type in a name for the device. Must be different from any others

   Guide Width: - Type in the width in pixels

   Guide Height: - Type in the height in pixels

2. Click "Add Guide" to save settings

3. Click "Apply" to set the guide on the Dashboard Edit view

4. Click [x] to close the Dashboard Settings window
   

   

Edit/Delete Custom Device

To Edit any custom device, select the device and change the details then click Save Guide

To Delete any custom device, select the device from drop-down list and then click Delete Guide

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Sliders

Sliders combine two or more dashboards into a slideshow. Typical uses are for displaying more information than will comfortably fit on one screen, or for visual attention.

Opening a Slider

1. Log in to the application with valid credentials

   

2. Click on "Sliders" tab to open the slider list page

   

   • Personal: - Displays only my sliders

     Global: - Displays only global sliders
     _{* A user need to select one or both checkboxes. Selecting both checkboxes displays all available dashboards}

3. Press the Live View button for the Slider you wish to open

Adding a Slider

1. Log in to the application with valid credentials

   

2. Click on "Add Slider" to open the slider editor with a blank slider configuration

   

   1. Personal: - Displays only my sliders

      Global: - Displays only global sliders

   2. Name: - Enter a name of the new dashboard in the text box provided

   3. Add Dashboard: - Select the appropriate "Dashboard" from the drop-down list

   4. Global: - By enabling this checkbox user adding the slider to a list of global sliders

      

      d.Default: - By enabling this checkbox user sets the slider as the default. Slider will run automatically on login

      e. Preview: - For viewing the slider in the preview mode

3. Click on "Add" to add the dashboard to the current slider

   

   1. The icon indicates that the dashboard is global

   2. Slide Duration: - A duration of each dashboard to be displayed in a slider.
      _{(NOTE: The minimum duration is 5 seconds)}

   3. Live View: - Shows dashboard in another window in a live view

   4. Edit: - For editing details of the dashboard

   5. Remove: - To remove the dashboard from the slider

4. Click on "Save" to save the slider

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Editing a Slider

Existing Collection of Sliders

1. Click on the "Sliders" tab in the navigation menu

   

   1. View - Select the value from drop-down list to set the number of sliders visible in a single page.
      _{(Default value is “10”)}

   2. Live View - Shows this slider in another window in a live view

   3. Edit - For editing details of the slider

   4. Delete - For deleting the slider from the list of availible sliders

   5. Modified - Displays a date of last modification on a slider

2. Click on "Edit" icon of the slider you want to edit

   

   1. Save - Save this slider

   2. Save As - Save this slider with a new name

   3. Live - Show this slider but with threshold notifications disabled

   4. Delete - For deleting the slider from the list

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Pie Chart

Pie Charts help show proportions and percentages between categories, by dividing a circle into proportional segments. Pie Charts are ideal for giving the reader a quick idea of the proportional distribution of the data.

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Add Pie Chart to Dashboard

1. Log in to the application with valid credentials

   

2. On the home screen click on Add Dashboard to create a new blank dashboard

   

3. From the top pane click on the "Pie" icon to add a Pie widget to the dashboard

   

4. Update Pie Chart configurations

   

   _{Hover over the Pie Chart area to make “Settings” and “Delete” icon visible}

   1. Click on “Settings” icon to open a settings panel in right hand side of the dashboard

   2. Click on “Delete” icon to delete the Pie Chart widget

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Data Metrics

1. Data Metrics Appendix 1

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Styles

1. Switch to “Styles” tab in Pie Configurations section

   

2. Fill in the following parameters and click on Apply button

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Step Chart

A Step Chart uses vertical and horizontal lines to connect the data points in a series forming a step-like progression. The vertical parts of a Step chart denote changes in the data and their magnitude.

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Add Step Chart to Dashboard

1. Log in to the application with valid credentials

   

2. On the home screen click on the "Add Dashboard" link to create a new blank dashboard

   

3. From the top pane click on the "Step" icon to add a Step widget to the dashboard

   

4. Update Step Chart configurations

   

   _{Hover over the Step Chart area to make "Settings" and "Delete" icon visible}

   1. Click on "Settings" icon to open a settings panel in right hand side of the dashboard

   2. Click on "Delete" icon to delete the Step Chart widget

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Data Metrics

1. Data Metrics Appendix 2

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Styles

1. Switch to “Styles” tab in Step Configurations section

   

2. Fill in the following parameters and click on Apply button to view the results

   

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Thresholds

1. Threshold Appendix

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Bar Chart

A Bar Chart is a chart or graph that presents categorical data with rectangular bars having heights or lengths proportional to the values that they represent.

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Add Bar Chart to Dashboard

1. Log in to the application with valid credentials

   

2. On the home screen click on the "Add Dashboard" link to create a new blank dashboard

   

3. From the top pane click on the "Bar" icon to add a Bar widget to the dashboard

   

4. Update Bar Chart configurations

   

   _{Hover over the Bar Chart area to make "Settings" and "Delete" icon visible}

   1. Click on "Settings" icon to open a settings panel in right hand side of the dashboard

   2. Click on "Delete" icon to delete the Bar Chart widget

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Data Metrics

1. Data Metrics Appendix 1

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Styles

1. Switch to “Styles” tab in Bar Configurations section

   

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Speedo Chart

A Speedo Chart is a single-point chart, which helps you to track a single data point against its target.

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Add Speedo Chart to Dashboard

1. Log in to the application with valid credentials

   

2. On the home screen click on Add Dashboard

   

3. From the top pane click on Speedo

   

4. Update Speedo Chart configurations

   

   1. _{Hover over the Speedo Chart area to make “Settings” and “Delete” icon visible}

   2. Click on “Settings” icon to open a settings panel in right hand side of the dashboard

   3. Click on “Delete” icon to delete the Speedo Chart widget

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Data Metrics

1. Data Metrics Appendix 2

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Styles

1. Switch to “Styles” tab in speedo Configurations section

   

2. Fill in the following parameters and click on Apply button

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Thresholds

1. Threshold Appendix

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Circular Progress Chart

This chart displays a Circular Progress bar with the percentage of completion on a single metric.

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Add Circular Progress Chart to Dashboard

1. Log in to the application with valid credentials

   

2. On the home screen click on Add Dashboard

   

3. From the top pane click on Progress Chart

   

4. Update Circular Progress Chart configurations

   

   _{Hover over the Circular Progress Chart area to make “Settings” and “Delete” icon visible}

   1. Click on “Settings” icon to open a settings panel in right hand side of the dashboard

   2. Click on “Delete” icon to delete the Circular Progress Chart widget

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Data Metrics

1. Data Metrics Appendix 2

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Styles

1. Switch to “Styles” tab in Circular Progress Configurations section

   

2. Fill in the following parameters and click on Apply button

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Thresholds

1. Threshold Appendix

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Clock widget

Adds a Clock to the dashboard to show time in different formats (analog, digital) and different time zones.

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Add Clock Widget to Dashboard

1. Log in to the application with valid credentials

   

2. On the home screen click on Add Dashboard

   

3. From the top pane click on Clock

   

4. Update Clock configurations

   

   _{Hover over the Clock widget area to make “Settings” and “Delete” icon visible}

   1. Click on “Settings” icon to open a settings panel in right hand side of the dashboard

   2. Click on “Delete” icon to delete the Clock widget

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Data Metrics

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Styles

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• Switch to “Styles” tab in Clock Configurations section

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Data Metrics

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Styles

• Switch to “Styles” tab in Clock Configurations section
  

  

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Box Chart

A Box Chart displays a single value (which can be numeric or text). The displayed value can be a result of several functions applied in the data configuration of the widget.

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Add Box Chart to Dashboard

1. Log in to the application with valid credentials

   

2. On the home screen click on Add Dashboard

   

3. From the top pane click on Box

   

4. Update Box Chart configurations

   

   1. _{Hover over the Box Chart area to make “Settings” and “Delete” icon visible}

   2. Click on “Settings” icon to open a settings panel in right hand side of the dashboard

   3. Click on “Delete” icon to delete the Box Chart widget

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Data Metrics

1. DataMetrics Appendix 2

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Styles

1. Switch to “Styles” tab in Box Configurations section

   

2. Fill in the following parameters and click on Apply button

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Thresholds

1. Threshold Appendix

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Text

This widget adds a Text area to the dashboard.

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Add Text widget to Dashboard

1. Log in to the application with valid credentials

   

2. On the home screen click on Add Dashboard

   

3. From the top pane click on Text

   

4. Update Text configurations

   

   _{Hover over the Text widget area to make “Settings” and “Delete” icon visible}

   1. Click on “Settings” icon to open a settings panel in right hand side of the dashboard

   2. Click on “Delete” icon to delete the Text widget

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Styles

1. Switch to “Styles” tab in Text Configurations section

   

2. Fill in the following parameters and click on Apply button

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Picture

This widget allows a user to display Pictures and Images on the dashboard.

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Add Picture widget to Dashboard

1. Log in to the application with valid credentials

   

2. On the home screen click on Add Dashboard

   

3. From the top pane click on Picture

   

4. Update Picture configurations

   

   _{Hover over the Picture widget area to make “Settings” and “Delete” icon visible}

   1. Click on “Settings” icon to open a settings panel in right hand side of the dashboard

   2. Click on “Delete” icon to delete the Picture widget

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Styles

1. Switch to “Styles” tab in Picture Configurations section

   

   1. Choose file to upload: Upload the picture from the system by clicking on this link

   2. Picture Stretch: Choose from the dropdown how you want to display the picture

   3. Apply: Click on Apply button after updating the configuration

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Feed

Feed shows content of a URL.

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Add Feed widget to Dashboard

1. Log in to the application with valid credentials

   

2. On the home screen click on Add Dashboard

   

3. From the top pane click on Feed

   

4. Update Feed configurations

   

   _{Hover over the Picture widget area to make “Settings” and “Delete” icon visible}

   1. Click on “Settings” icon to open a settings panel in right hand side of the dashboard

   2. Click on “Delete” icon to delete the Picture widget

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Styles

1. Click on “Settings” icon to open a configurations

   

2. Fill in the following parameters and click on "Apply" button

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Combo Chart

The Combo Chart is suitable for comparing two sets of values that are usually difficult to compare because of the differences in scale.

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Add Combo Chart widget to Dashboard

1. Log in to the application with valid credentials

   

2. On the home screen click on Add Dashboard

   

3. From the top pane click on Combo

   

4. Update Combo Chart configurations

   

   _{Hover over the Combo Chart area to make “Settings” and “Delete” icon visible}

   1. Click on “Settings” icon to open a settings panel in right hand side of the dashboard

   2. Click on “Delete” icon to delete the Combo Chart

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Data Metrics

1. Update the Combo Chart configuration with Real Time Statistics

   

   1. Statistic Group : Select the appropriate statistic group from the dropdown

   2. Clicking on “Filters” icon makes the filter selection visible/hidden, from where we can select specific statistic groups

      

   3. “Select Filter(s)” refers to moving items from Available Items list to Selected Items list

   4. Click on any of the available items on which statistic functions needs to be applied (multiple items can be selected at once)

   5. Click on “Add” to move the highlighted items to the Selected Items list

   6. Click on “Select All” to select all the available items

   7. Click “Select None” to deselect all of the selected items

   8. Clicking on “Filters” icon makes the filter selection visible/hidden, from where we can select specific statistic groups

      

   9. Click on any of the items in the Selected Items list (multiple items can be selected at once)

   10. Click on “Remove” to remove the highlighted items from the Selected Items list

   11. Click on “Select All” to select all the available items

   12. Click “Select None” to deselect all of the selected items

   13. Clicking on “Filters” icon makes the filter selection visible/hidden, from where we can select specific statistic groups

       

   14. Click on “Edit” icon to edit the properties

   15. Click on “Delete” icon to delete the statistic item

       

   16. Click on “Add Statistic Item” to add another statistic item

   17. Select the appropriate “Statistic Item” from the dropdown

   18. Select the appropriate “Aggregate Function” from the dropdown

   19. Select the appropriate “Display Format” from the dropdown

   20. Select the appropriate “Select Widget” from the dropdown

   21. Enter the display name in the text box provided

   22. After updating all properties click on “Save Item” to save the details

   23. Click on “Cancel” to exit the add/edit statistic item section

       

   24. Select the widget type to be displayed for the statistic item from dropdown. Note that not all Statistic Items can be displayed as widgets.

       

   25. We can now update the widget styles. Hover over the widget and click on “Settings” icon.

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Styles

Styles can be updated on either widget level or individual cell/row/column level. We will demonstrate each of them -

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Thresholds

A threshold configuration allows an automated action to be triggered once the value in consideration reaches a certain threshold. After applying configurations, the data is displayed in widget area. Thresholds can be applied either on an entire column or at the cell level. Hover over the cell/column for which you want to update configurations (For demonstration purpose we will guide through cell level configuration update)

1. Cell Level Threshold

   

   1. Hover over the cell/column for which you want to update configurations (For demonstration purpose we will guide through cell level configuration update)

      

   2. Thresholds: Switch to the “Thresholds” tab to update

   3. New Threshold: Add a new Threshold condition

   4. Statistic Item: The item for which you want to set the Threshold

   5. Aggregate Function: The aggregate function you want to apply on Statistic Item

   6. Display Format: Display format of aggregated value

   7. When it reaches: The threshold at which automated action has to be performed

   8. Email subject: The Subject line of email to be triggered

   9. Email to: Recipient’s email address

   10. Delete Icon: Delete recipient

   11. Add Icon: Add another recipient

   12. SMS to: Recipient’s mobile number

   13.   _{* Requires our optional SMS Server add-on module}

   14. Test: Test button is enabled after “Email to” and/or “SMS to” text boxes are filled. Clicking on button sends a test email and SMS to the recipient

   15.   _{* Requires our optional SMS Server add-on module}

   16. Delete Level: Deletes the entire Threshold level

   17. Copy: Copy values of all properties for the current threshold level

   18. Paste: Paste the values to a new level

   19. Delete Icon: Delete recipient

   20. Add Icon: Add another recipient

   21. Color: Color of the widget once a certain specified threshold is reached

   22. Apply: Apply the configurations to the widget

2. Column Level Threshold

   

   Column level threshold applies rules on all the cells of column on which threshold is set

   1. Hover over the custom column area and click on the “Settings” icon highlighted above

3. _{Refer to previous section (“Cell Level Threshold”) to update threshold configuration}

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Data Metrics

1. Update the Combo Chart configuration with Custom Statistics

   

   1. Custom: Switch to custom tab by clicking on the tab

   2. Custom Query: Type the custom query in the text area and press “Next” for saving the query

      _{Click on “Apply” at the top of screen to view the results}

      

      a. Add Column: Click on the button to add a new custom column

      b. Column: Select the column to be added from the dropdown (The dropdown displays all the columns from the select query in previous step)

      c. Display Name: Enter the display name in widget for the column

      d. Type: Select the column type from dropdown

      e. Delete: Click on delete icon to delete the custom column

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Thresholds

A threshold configuration allows an automated action to be triggered once the value in consideration reaches a certain threshold. After applying configurations, the data is displayed in widget area. Thresholds can be applied either on an entire column or at the cell level. Hover over the cell/column for which you want to update configurations (For demonstration purpose we will guide through cell level configuration update)

1. Update Threshold for custom column in the widget

   

   1. Hover over the custom column area and click on the “Settings” icon highlighted above

      

   2. Threshold: Switch to the “Threshold” tab to update threshold configurations

      New Threshold: Click on the button to add a threshold

      Based on Column: Select the column from the dropdown on which you want to apply the threshold

      Display Format: Select the display format of column from the dropdown

      Update properties of Level 1 by referring to Threshold Appendix section

      Apply: Click on the button to apply the configurations made

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Threshold Appendix

This feature allows a certain automated action to be triggered once a particular threshold value is reached

1. Switch to “Thresholds” tab in widget Configuration section

   

   1. Thresholds – Click on this link to switch to “Thresholds” tab

   2. New Threshold – Click on “New Threshold” icon to edit Threshold properties

2. Update “Thresholds” properties for the widget

   

   1. When it reaches: The threshold at which automated action has to be performed

      Email subject: The Subject line of email to be triggered

      Email to: Recipient’s email address

      Delete: Delete recipient

      Add: Add another recipient

      SMS to: Recipient’s mobile number

        _{* Requires our optional SMS Server add-on module}

      Delete: Delete recipient

      Add: Add another recipient

      Color: Color of the widget once a certain specified threshold is reached

      Copy: Copy values of all properties to a new Threshold level

      Paste: Paste the values to a new level

   2. Test: Test button is enabled after “Email to” and/or “SMS to” text boxes are filled. Clicking on button sends a test email and SMS to the recipient

   3.   _{* Requires our optional SMS Server add-on module}

      Delete: Delete the threshold level

      Apply: Apply the configurations to the widget

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Data Metrics Appendix 1

1. Real Time Data Metrics
   

   

   _{User navigates to this screen after clicking on “Settings” icon in previous step}

   1. Statistic Group - Select the suitable "Statistic Group" from the dropdown

      Statistic Item - Select the suitable "Statistic Item" belonging to selected Statistic Group from the dropdown

      Statistic Function – Select the suitable "Statistic Function" you want to apply from the dropdown

      Display Format - Select the format in which you want to display the result from the dropdown

   2. Clicking on “Filters” icon makes the filter selection visible/hidden, from where we can select specific statistic groups

2. Custom Data Metrics

   1. Custom Query

      

   2. Select “Select Custom Query” from the dropdownType custom SQL query in the Query Generator areaClick on “Apply” button to view query results before saving the query

   3. Existing Stored Procedure 

      

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d. Click on “Apply” button to generate results

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Data Metrics Appendix 2

1. Real Time Data Metrics

   

   _{User navigates to this screen after clicking on “Settings” icon in previous step}

   1. Statistic Group - Select the suitable "Statistic Group" from the dropdown

      Statistic Item - Select the suitable "Statistic Item" belonging to selected Statistic Group from the dropdown

      Statistic Function – Select the suitable "Statistic Function" you want to apply from the dropdown

      Display Format - Select the format in which you want to display the result from the dropdown

   2. Clicking on “Filters” icon makes the filter selection visible/hidden, from where we can select specific statistic groups

2. Report Data Metrics

   

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1. 1. Select the stored procedure from the dropdown

   2. Fill in the parameter value(s) in the text field

   3. Click on generate query to view the stored procedure and parameter value(s) in text area below

   4. Click on “Apply” button to generate results

CyReport Dashboard Import / Export User Guide

Overview

This section describes the purpose, audience, organization, and conventions that are used in this CyReport Dashboard Import/Export Guide.

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• About This Guide

• Document Conventions

  • Chapter 1 Overview

  • Chapter 2 Main Selection Screen

  • Chapter 3 Dashboard Template Import Wizard

  • Chapter 4 Dashboard Template Export Wizard

Document Conventions

This section describes text formatting conventions and important notice formats used in this guide.

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A note provides additional explanations, emphasis on important information, or a reference to related information.

Chapter 1 Overview

The purpose of this tool is to allow the import of a previously exported dashboard to make it a simple process to re-create a dashboard or to import one already created by CyTrack.

The dashboard import/export tool is currently a separate tool from the dashboard itself and is found by clicking on the ‘Import Dashboard’ link on the Application Launcher.

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Chapter 2 Main Selection Screen

When the Dashboard Import / Export tool is started there are two options to choose from

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 To export a dashboard to a file click the Export a Dashboard button and the export wizard will start – please see Chapter 4.

Chapter 3 Dashboard Template Import Wizard

To import a dashboard, you will need to know the location of the file

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You may need to log out of the Dashboard and back in to see the newly imported Dashboard

Chapter 4 Dashboard Template Export Wizard

To export a dashboard as a template, select the dashboard from the list

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