Support Center

Dashboard

Last Updated: Sep 16, 2011 07:53PM EEST

Dashboard Customization

The Dashboard is the first thing you and your users see whenever you log into the system. It provides overall information about the current state of your requirements, issues, tests and test sets. You can choose what information is displayed as part of your dashboard, and even organize it under different dashboard-tabs.
Clicking the dashboard graphs allows you to “zoom-in” and see the relevant data. For example, if you have a pie chart of issues by status, clicking on the “Open” portion will take you to the list of issues in status “Open”.


Dashboard



Adding New Tabs

You can organize your information in tabs; for example, display the information for issues under one tab, and the information for requirements under a different one.
You can create up to 6 public tabs, and an additional private tab, that will only be visible to you. Each tab can hold up to six different dashboard items.
To add tabs, click on the “New Dashboard Tab” link at the bottom of the page.
Click on a tab’s name to add items, edit existing items or change their order of appearance.


Dashboard Tabs


Adding new dashboard items

For each module, information can be displayed in four different ways: two kinds of charts – Pie Charts and Bar Charts, and two kinds of tables – a distribution table, and a table for latest items. For Issues you can also create a progress graph, in addition to the other available items.
Add items by clicking the “add dashboard item” link under the relevant tab. 
Use your custom views to choose the criteria to display information by (click here to learn more about custom views).


New dashboard items
 

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