Dashboards

About Dashboards, Widgets & Filters

Dashboards are a curated collection of Configurable Widgets designed to display events, track incidents, dispatch solutions, and allocate resources. You can also generate Filtered Reports and AI summaries of the important issues impacting your venue.

  • To start your day, click Home → from here, you can:

    • Open your Dashboards from the tiles or your Navigation panel
    • Respond to Unread Chats
    • Link quickly to your most Recently Visited Resources
    • Launch input Forms immediately from the +Orange Create Records button

Create, Edit, Configure & Share your Dashboards

Share your Dashboards!

  • If you see the Private button, only you can see the Dashboard

  • With Dashboards, it's a two-step process:

    • Share the Dashboard
    • Share any Forms that populate the Dashboard

Visit our complete Share Resources article for complete instructions

Pin your Dashboards

Use Pins to declutter your Navigation panel:

  • Pin desired Dashboards → sending them to the top of the list
  • Reorder them → by dragging their Waffle handles up or down
  • Unpinned items are hidden → but are accessible by clicking Show more

To pin and unpin your Navigation Panel Resources:

  1. Hover over any Dashboard to reveal its Pin → ex. Game Day Information

  2. Click the Pin!

    • Reverse the process to remove Pins

  3. Click and drag the Waffle icon up or down → to reposition the pinned Resources

Show more / Show less

  1. Click the Show more → to display the unpinned items

  2. Select Show less → to minimize the list

Copy/Duplicate Dashboards

Clone any Dashboard instantly without rebuilding it from scratch! There are a host of reasons to duplicate. Perhaps you:

  • Need a personal copy to alter for Reporting purposes
  • Want to share a subset of the Dashboard with stakeholders
  • Wish to experiment with a few new things without altering the active Dashboard!

Whatever the reason, duplication couldn't be simpler:

  1. Open your target Dashboard → ex. Magic Moments & Budget

  2. Select the Ellipsis (. . .) menu → and choose Duplicate Dashboard

  3. Name the new Dashboard → ex. Magic Moments Final Report

  4. Click the Create Copy button

How to Modify a Duplicate Dashboard

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Use Dashboard Templates

Form Templates create Dashboards too!

If this is your first experience creating Dashboards, starting with Form Templates is a great idea!

  • Form Templates will create starter Forms and their related Dashboards simultaneously → ex. Issue, Lost & Found, Person of Interest, and Work Order

    • Note: The Event Template (marked in green) prepares an Event Controller Widget that can be added to any relevant Dashboards

  • See the Create Forms with Templates article to learn how it's done

About Event Markers

Rename Dashboards & Reports

To rename a Dashboard and its affiliated Report:

  1. Open your Dashboard → ex Issue

  2. Click the Dashboard's editing ellipsis → ( . . . )

  3. Pick Edit Dashboard

  4. Rename the Dashboard → ex. Event Command Center

  5. Click ✓ Save Changes

  6. Blink → and the new name will appear in the Navigation bar

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USE CASE - Dashboard Customization

Duplicate & Convert an Issues Dashboard into an Event Command Center

Let's Duplicate a templated Issues Dashboard → and then Insert and Configure an Event Controller Widget:

  1. Open your Issues Dashboard → then copy it by clicking Ellipsis followed by Duplicate Dashboard

  2. Rename the new Dashboard → ex. Event Command Center

  3. Click Create Copy

  4. You may want to Pin your new Event Controller Dashboard

Add and Position your Event Controller Widget

  1. Click the Ellipsis (...) menu → and choose Edit Dashboard

  2. Click + Add Widget

  3. Snag the Waffle icon → and drag the Event Controller Widget to the top of the Dashboard

    • (Note: You can also click the Quick Add icon in the top-right corner of the Widget → then reposition the Event Controller from the bottom of the screen)

  4. Size and position the Event Controller along the top of the Dashboard

    • Drag the bottom-corner handles to make the Widget wider, narrower, longer, or shorter
    • Grab the header to reposition the Widget inside the Dashboard

Configure your Event Controller Widget

  1. Click the Editing Pencil on the Event Controller

  2. Configure by selecting the Event Form → from the Form Data menu

  3. In the Record Lookup Field menu →

    • Pick Event date/time
    • Pick Event name

  4. For the Sort Direction field →

    • Choose Descending

  5. In the Event Markers option →

  6. Click Save Changes

Associate (Link) the Event Controller to your Issue Form

To organize Issues by their corresponding Events, you need to tie the two together in a neat bow. Doing so will allow you to filter each event separately for post-event analysis:

  1. Pick Forms from the Admin menu

  2. Open your Issue Form → by clicking Edit

  3. Pick Add Field

  4. Choose Related Field from the list

  5. Enter a name in the Field Name box → ex. Link our Events

  6. Essential: In the Related Form menu → select Event

  7. Finish up your Form's settings by picking:

  • A. Single Select → so only 1 event at a time can be selected

  • B. Lookup Field Values →

    • Pick Event date/time
    • Pick Event name

  • C. Sort Direction → click Descending → so the most recent event floats to the top

  1. Drag your Event Controller field up to the top → so it's the first thing you'll see in the Form

  2. Click Save Changes

Voila!

  • Also, don't forget to Share your Dashboard with your related Groups and/or individual Users → ex. a Guest Services Group

Note: If you're doing the Training, click here to Return to Run Lesson 9

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Dashboards