Creating a Dashboard

Creating a Dashboard

Purpose

  1. To explain use cases and setup of the First Due Dashboard Module.

Video 


Information

  1. Dashboards put information from various sources, both within First Due and elsewhere, in one easy to navigate view.
  2. Dashboards are highly configurable, and one agency can use multiple dashboards across several different functional areas of the organization.
  3. Links, Pages, Reports, and Report Charts can be added to Dashboard "Widgets". The Widgets are then placed on the Dashboard to create a view.

Directions

​
1. Navigate to the Dashboards Module at the top of the Module Stack.






2. Click on Add Dashboard.


Click on Add Dashboard.



3. Type in the name of the board, and click Create.


Type in the name of the board, and click Create.



4. Click on Edit Layout.


Click on Edit Layout.



5. Click on Add widget.


Click on Add widget.



6. The first type of widget that can be created is Links. Links allow you to have a list of quick links to access websites. Similar to a Bookmark Bar in your browser.
  • Type in the name of the Links List.
  • Click Add Link for each link to be included in the widget.

   
    



7. The second type of widget is a Page. This allows you to view and interact with a web page within the dashboard. 
  1. Type in the title that you want. 
  2. Type in the URL. 
  3. Click Add.
  4. Select whether or not the page can be navigated from within the Dashboard. If remove navigation is selected, the dashboard view of the page will be read only.

 
        



9. The final type of Widget is a report. These are Ad-Hoc Reports created in your First Due environment. You can view either the report table or the report chart within the dashboard.
  1. To view a report table, select "Report" widget type.
  2. To view a report chart, select "Report Chart" widget type.
  3. Define the Title, which will display as a header in the dashboard.
  4. Select the appropriate report from the dropdown list.
 
   



10. You can resize the widgets by selecting the lower right hand corner and dragging. 



You can resize the widgets by selecting the lower right hand corner, and dragging.



11. With "Edit Layout" selected, Widgets can be moved around the dashboard by selecting and dragging to its new position. 
You can also: 
  • Edit the widget title / link / associated report by selecting the pencil. 
  • Delete the widget by selecting the trash can. 





12. When done adjusting and adding widgets, click Save. The dashboard is now ready for use. 


When done adjusting and adding widgets, click Save. The dashboard is now ready for use.

Example Dashboards

Fire Prevention Dashboard



EMS Officer



GIS Dashboard



Training Officer

    • Related Articles

    • Associating Reports with the Dashboard Module

      Purpose To demonstrate how to link an Ad-Hoc report to a First Due Dashboard Directions Charts can be viewed inside the Dashboard Module after being constructed within Ad-Hoc reporting. The information in the charts and reports is updated each time ...

    • About the Scheduling Dashboard

      Purpose To provide a brief overview of the Scheduling Dashboard. Video Overview When a user logs into the Scheduling module they will see the Dashboard located at the top of the menu. This dashboard displays the user's profile, announcements, time ...

    • Cloning a Dashboard

      Purpose This article will demonstrate how to clone a Dashboard. Related Articles Creating a Dashboard Video Instructions 1. Navigate to the Dashboards Module on the top of the module stack. 2. Select Dashboard List. 3. Select the Clone Icon in the ...

    • Release Notes - Dashboards Module Updates

      In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. Video Feature Enhancements What: When adding a Widget for Reports, a search bar has been added to help find the report you are ...

    • Events & Activities: Creating a Program

      Purpose To explain how to create a Program. Video Directions 1. Click on Events & Activities. 2. Click on Setup. 3. Click on Program. 4. To create a new program, click on "Add Program". 5. To add a new program simply add a Name and make any ...