Dashboard Archives - Wavecrest Knowledge Base

Getting Started – Visualizer

After logging into the visualizer you will be presented with a default blank dashboard. To start adding reports panels to your new dashboard please follow the below instructions:

Click “Add New Panel” to get started.
On the next screen, “New Panel,” you will be presented with two options:
- Create From Template: As you create panels you will have the option of creating a new panel based on an existing template you previously created.
- Create New Panel: Select this option to build a new panel.

Visualizer Getting Started

Manage Dashboards

Category: Dashboard, Visualizer

To manage your dashboard follow these steps:

Click “Manage Dashboards” icon to manage all created dashboards.
On this screen you have the ability to:
- Change the order your dashboard tabs are displayed.
- Rename your dashboards.
- Delete any dashboard.

Add a new Dashboard

Category: Dashboard, Visualizer

To add a new dashboard following these steps:

Click the “Add Dashboard” icon located in the top right corner of your dashboard.
Select one of two options, “Create from Template” or “Create New Dashboard.”
- Create from Template: To create a new dashboard from an existing template.
- Create New dashboard: To create a new dashboard.

Print Panel

Category: Dashboard, Panel, Visualizer

To print a panel, follow these instructions:

Click the arrow next to the panel title ““.
On the Panel actions popup click “Print Chart.”
The chart will now appear in its own browser tab.
Use the browser print options to either print or save as PDF.

Delete Panel

Category: Dashboard, Visualizer

To delete a panel follow these steps:

Click the arrow next to the panel title ““.
On the Panel actions popup click “Delete.”
- Important Note: This will delete the panel from the Dashboard and from the panel templates. If you want to use this chart on a different dashboard, make sure you have duplicated it before deleting.

Add Panel

Category: Dashboard, Visualizer

To add a new panel follow these steps:

Click the “Add Panel” icon located in the top right corner of your dashboard.
Next you will be presented with two options, “Create from Template” or “Create New Panel.”
- Create from Template: If you want to create a new panel from an existing panel.
- Create New Panel: If you are creating a brand new panel.