Configuring and sharing dashboards
You can fine-tune the dashboard and share it using the options available in the dashboard menus.
Default and favorite
Click the Dashboard name and a dropdown will show the Dashboards available to you.
- Click the star next to the dashboard's name in the list to make it your default dashboard, which will appear by default when accessing the Dashboards area.
- Click the heart next to the dashboard's name in the list to mark the dashboard as a favorite. Your favorite dashboards are listed in the Favorite Dashboards area of your Home page.
Under the Dashboard name, you can find The Preferences menu, which contains several configuration options related to dashboards and widgets.
Edit the general and layout settings of the dashboard.
Edit the name for the dashboard.
|Headers size||Only available if you choose the Minimal black theme. Choose between Normal or Big.|
|Description||Edit the description for the dashboard.||Headers alignment||Only available if you choose the Minimal black theme. Choose between Left, Center or Right.|
|Column distribution||Choose the way you want your dashboard to display widgets. There are several options, with recommendations based on device type.||Show widgets description||Select this option if you want to display the descriptions under the widget titles in the dashboard.|
|Set as Default Dashboard||Select this option to make this the dashboard that is displayed by default when you enter Dashboards area.||Blocked widgets||Select this option to block the dashboard widgets so that only the owner of the dashboard can edit them.|
|Theme||Choose a visual theme for the dashboard: Default or Minimal black (widgets with bigger labels and fonts). If you select the latter, you can choose headers size and alignment.||Double-click on widget title to expand||Only available if you select Blocked widgets. Select this option if you want to be able to enlarge a widget to full screen by double-clicking its title in the dashboard.|
|Global configuration||Select this option to change all the widgets configuration. First, specify which widget the configuration should apply to, and then choose the subjects (keys) that can be controlled. If many dashboard data sources are used, they need to have a unique key name.|
|Clone||Duplicate the current dashboard and all its widgets.|
|Line widget configuration||Check and apply your Line chart custom styles. Go to the Customize your Line chart article to learn more about this.|
|Delete||Delete the dashboard and all its widgets.|
Under the Dashboard name, you can Select Share to access different sharing options for your dashboard.
This setting appears when you are the owner, or creator, of the dashboard. Select Share to make the dashboard available to share with other domain users. When shared, the dashboard will appear as a dashboard that can be assigned to domain roles in the Administration → Roles area. Learn more in Managing roles.
Select Unshare to make it available for your use only. If Unshare appears in the menu, this means the dashboard is currently shared.
Select Publish to make the dashboard available as an application in the domain. When published, the dashboard will appear as an application that can be assigned to domain roles. When a user's role has been granted access to the dashboard, they will find it listed under the Applications option on the navigation panel.
If Remove Publication appears in the dashboard's menu, this means the dashboard is already published and you can remove the publication if you choose.
Create a URL to share the dashboard with other users. Permalinks are easy to exchange (e.g. via email) and can be used securely, as you need to have access to Devo and access rights to shared dashboards in order to view them. The link will not provide access to live data, rather you define the time range that users of the permalink will view in the dashboard.
All permalinks are saved in the Permalinks tab of the Administration → Data Management. To know how to manage them, go to the Permalinks sections.
|Download as PDF||Download the dashboard as a PDF file. You can select which widgets you want to include.|
Next to your Dashboard name, you can choose between different options regarding the data refresh frequency of the dashboard. This will affect all the widgets in the dashboard.
|No refresh selected||Default option. No refresh option will be applied.|
|Refresh||Choose a refresh interval (30s, 1m, 5m or 1h).|
|Date Range||Widgets will show data from the time interval selected.|
|Load to||Widgets will show data until the ending date selected.|