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How To Use the Dashboard Module

Updated over 2 months ago

Introduction

Farsight® Dashboard Module allows users to customize the way they consume their data. It exists to help visualize data in a more specific way as compared to what is shown in the Portfolio module.

Steps

To view a specific dashboard, hover on the Dashboard link in the side menu and click on any existing dashboard or on All Dashboards.

  1. The Dashboard link in the side menu allows you to navigate to any existing dashboard or create a new dashboard

  2. Choose any individual dashboard you want to see

  3. Alternatively, you can choose to view All dashboards

  4. The Dashboard Toolbar Button offers quick access to interact with your dashboard, to edit, delete, or create a new dashboard

Dashboard Toolbar Button

Go to: Dashboard > Your Dashboard > Dashboard Toolbar Button

  1. Enter Full Screen mode. To exit it, simply click on the button again or press escape on your keyboard

  2. Delete Dashboard. Allows you to delete the current dashboard that you are viewing

  3. Add New Dashboard. Allows you to create a new dashboard

  4. Edit Dashboard. Allows you to update and change the current dashboard you are viewing

  5. Add New Widget. Allows you to add a new widget to the current dashboard you are viewing

  6. Show All Dashboards. This button changes the view from a specific dashboard to showing you all the existing dashboards

To exit the dashboard toolbar functionality, simply click on X.

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