Introduction
The HRSD dashboard is customizable. To customize the HRSD dashboard, you need to click the computer icon in the right-hand corner.
Next, you will see the Settings and the Add Widget buttons.
Settings - you can set up the general view of the dashboard by choosing the number of columns that will be displayed on the screen (from 3 to 5), review the history of changes, and revert back to the original settings.
Add Widget - allows you to customize the dashboard view to meet your needs for data representation.
Widget settings
Widget settings give you the possibility to add the following items to the dashboard:
Title - a text break between the widgets to split them. For more details, please see the section below.
Pie Chart - For more details, please see the section below.
Key Performance Indicator (KPI) - For more details, please see the section below.
Custom Ticket Views:
New employee onboarding view - the ticket view that displays the new employee onboarding.
Parent tickets only view - the ticket view that displays only the parent tickets.
Ticket views:
Open tickets by team - number of open tickets by team
My tickets - a list of tickets assigned to the current user
Open tickets by location - number of open tickets by location
Quick tickets - the possibility to add quick tickets view for quick technical requests
Highest priority tickets - list of tickets with the highest priority.
Notifications - quick access to all user’s notifications.
To-do list - a list of tasks that users set up for themselves that are automatically assigned to be due today. These tasks are not associated with any tickets.
Title
A title can be used to separate widgets from each other logically.
Select the Title widget and click Add Widget
Next, select the setting icon
Name the new Title
You can rename an existing title or delete the tile.
Pie chart
To set up a pie chart, you need to choose a pie chart widget and specify the following information:
Chart title - the name of the chart
Reporting on* - will always be tickets
Segment by* (how the pie will be sliced):
subticket resolution time
ticket priority
ticket status
workflow step
Primary label - what to display on the piechart
Filters - what filters to use on the pie chart
Here’s an example of a pie chart that displays the average resolution time on all ticket types:
Chart title - Average resolution time
Primary label - Mins
Key performance indicators (KPIs)
To set up a key performance indicator (KPI), you need to choose a KPI widget and specify the following information:
Chart title - the name of the widget
Chart subtitle - the subtitle used on the widget
Reporting on* - will always be tickets
Primary label - a label used on the widget
Primary filters - filters applied to the widget
Here’s an example of a KPI widget representing the number of tickets in the onboarding stage.
Onboarding tickets - chart title
Chart subtitle - Tickets
Primary label - tickets in the onboarding stage
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Hannah Bailey - Director, Customer Engagement