Dashboard Panel Editor
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. | ||
Open | Opens a custom panel from your saved panels. | ||
Delete | Deletes custom dashboard panel(s). | A list of saved custom dashboard panels display. Select the ones to be deleted. | |
Save | Saves your changes. | ||
Save As | Saves your panel with a new name. | ||
Clear | Rolls back to Bizview default dashboard panel. | You can use this function even after you have saved the dashboard panel. | |
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.