Dashboards bring library information together as cards, including activity figures, charts, process lists, links and notes. From release 26.11.2, dashboards are available to all libraries without a separate library enablement step. Your role still needs permission to view dashboards.
Open a dashboard
- Switch to the library you want to work with.
- Select Dashboard in the workspace navigation or in the classic administration menu.
- Use the dashboard selector to choose one of your own dashboards or a dashboard shared with your library.
A shared dashboard is marked Shared. You can view it, but its creator controls its layout and settings. To make your own version, select Dashboard Actions > Duplicate.
Choose a reporting period
- Select the time range shown beside the dashboard selector, or select the hourglass button.
- Choose a Range. For a custom range, enter the start and end dates and times.
- Where available, choose Granularity to group chart results into time intervals.
- Select Apply.
Changing the range while viewing gives you a temporary view. To save the dashboard's default range, change it while editing a dashboard you own. A card can have its own time range, so check its settings when comparing figures.
Explore the cards
Available cards include Active Users, Top Viewed Processes, Process Count, Top External URLs, activity trends and Process List View. Follow the links offered by a card to explore its content.
On a dashboard you own, Exclude roles lets you leave selected roles out of dashboard activity metrics, for example, to keep internal testing out of usage figures. This selection is saved with the dashboard.
The Search Insights card also requires the Configure analytics permission, and search collection must be enabled for data to be available. See Enable Search Insights.
If Dashboard is missing
Check that you are in the correct library and ask your library administrator to check your dashboard permission. Dashboards being available in every library doesn't give every user access.