Dashboard

The dashboard (homepage) is the first page users land on when they login to Centerbase, and has plenty of configurability, putting information in their hands the moment they login.

Metric Tiles

Metric tiles shown in the first row are roll-up calculations and must be configured by Centerbase and are available to all users. If these calculations are displayed, they are visible to all users, so this is therefore not recommended for larger firms.

My Tasks and Activities

The task and activity tiles be default show todays appointments, and tasks for today and past.  These can be configured to show other date ranges.

Charts

To add pre-configured charts to a user’s home page, select the  icon in the upper right-hand corner of any dashboard tile on the homepage, which will open the chart settings page. 



From here, users can add and remove rows with variable columns to show the desired number of charts.

Clicking the  icon allows the user to add a new chart or change the existing chart for each cell of the grid. This will open a dialogue, where the user chooses an item type, then a chart (of that item type). The dialogue will provide a preview of the chart selected so the user may confirm that it is the chart he or she is looking for. Clicking Save on the dialogue will commit the changes and return the user to the chart settings page.

*Chart customization is made on a user basis, meaning each user creates their own customized chart layout. Therefore, each user's dashboard chart layout is displayed based on their customizations, regardless of what administrators have set up on their own dashboard. 

Admin Rights - Changing the Dashboard Tiles

While the charts that appear on users' dashboards are customized per user, Administrators can control how the top tiles of each user's dashboard appear. Below is an example of the tiles an Administrator can edit and how they appear on the dashboard.

 Hover over a tile you'd like to edit. A three-dot icon should appear in the top right corner. 

Once you click on the three-dot icon, a new dialog should appear titled "Edit a Dashboard Tile."

Select an item and existing search query to change the set of items being used for calculation, then change any aspect of the calculation and the output being displayed by the tile.

• When counting the results, the other options are not used so are disabled and the output format is set.
• Changes are updated in the server after pressing the Save button with valid inputs. Changes will be discarded if ‘Cancel’ or ‘X’ are pressed.

Admin Rights - Changing Chart Defaults

A Centerbase Administrator can set default tiles for users who have not personalized their tiles. To do so, as an Admin, simply follow the instructions listed above under the "Charts" section and choose your desired charts. Once you're done, select the check box at the bottom that says "Save as System Default." When you're finished, click the "Save & Exit" button to finalize your changes.

Once you've set the default charts, any individual user can continue to edit their personalized dashboard charts, but now have the option to select "Reset to Default" and the charts will reset to the default charts you've set.