Dashboard Panel Editor
Caution: Dashboard Panel Editor has been deprecated in HTML5. See Dashboard Designer for more information.
The Dashboard Page Editor lets you customize the area above all dashboards in Bizview. Here, you can apply custom background image/colors, as well as modify how the dashboard Panel should look.
Access the Dashboard Panel Editor by selecting System Administration > System options > Dashboard Panel Editor.
You can start editing the dashboard panel when the editor opens. The default dashboard pane cannot be changed; you must use 'Save As' to give your custom panel a unique name.
Next time you open the editor, you can open the custom page using the Open button.
Below is a list of available buttons in the Customized Panel ribbon:
Button |
Description |
Example |
Note |
|---|---|---|---|
New |
Opens a default page to start a new custom panel. |
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Open |
Opens a custom panel from your saved panels. |
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Delete |
Deletes custom dashboard panel(s). |
A list of saved custom dashboard panels display. Select the ones to be deleted. |
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Save |
Saves your changes. |
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Save As |
Saves your panel with a new name. |
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Clear |
Rolls back to Bizview default dashboard panel. |
You can use this function even after you have saved the dashboard panel. |
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Publish Dashboard Panel |
Publishes the current dashboard panel. |
The settings you can adjust are all presented in the Properties pane to the right. Settings include adjustments to image files, font settings, borders, etc.
Below is a list of the content you can adjust:
- Header - Change the header font colors.
- Image - Change the image to be used as a background for the dashboard panel.
- Tab area - Change the tab and font colors.
- View - Change the background of the actual dashboard area (will be visible if there is space between the dashareas).
Usage
Branding is a very powerful way of gaining user acceptance and familiarity for the system. As a solutions provider, you can customize the dashboard panel to make it the same look and feel as other company applications.