HaloPSA

HaloPSA Guides

Documentation to assist with the setup and configuration of the HaloPSA platform

Guides > Halo In-App Dashboard

Halo In-App Dashboard

In this guide we will cover:

- Creating an In-App Dashboard

- Widget Types

- Adding Widgets

- Customising Widgets with Custom CSS

- Setting a Dashboard on the Home Screen



Admin Guides:


Related Guides:


Creating an In-App Dashboard

Go to Configuration > Reporting > Dashboards and add "New". Enter the name in the "Dashboard Name" field, and the "Dashboard Type" will be "In-App".


Fig 1 . Details tab on a dashboard.


Widget Types

Report Data

Displays the table from a report.


Report Chart 

Displays the chart from a report. Upon selecting this, only reports with charts added will show in the dropdown.


Note: You can configure new charts from this screen, however configuring it on the report is recommended.


Report Counter

Counts rows of data, or sums a column from a report. This has a drill-down when clicking on the counter.


Ticket List

Shows a list of tickets based on ticket area, filter profile, lists, team or agent. Tickets in this list can be opened, sorted, filtered and bulk actioned from the widget.


Ticket Calendar

Shows a Calendar view of tickets within a ticket area, view and filter profile that have a start and end/target date set on them.


Ticket Kanban

Shows a Kanban view of a ticket area, view and filter profile by their status.


Ticket Gantt

Shows a Gantt view of a ticket area, view and filter profile that have a start and end/target date set on them.


Ticket List Counter

Shows a list of tickets similar to the Ticket List widget, and shows a count of the number in the list. Clicking the counter takes you to the full list in the relevant area.


Feature Menu

Displays the normal home screen feature menu and highlights all of the buttons for areas within Halo that the agent has permissions to.


Activity Feed

Displays the normal home screen activity feed.


News Articles

Displays the ten most recent news articles.


Custom HTML

Input your own HTML.


Iframe

Displays a URL within the widget.


Adding Widgets

In the "Layout" tab is where you can add the widgets to create your Dashboard. Click on "Add Widget" to add a new one. 


Fig 2. "Add Widget" button in Layout tab of a dashboard.


You can then choose a name for your widget, and the type you wish to create.


Fig 3. Add Widget configuration.


With the configuration in Fig 3 as "Report Data", upon saving my widget will look like this. You can use the pencil icon or bin icon to edit or delete the widget. The bottom left shows the number this widget corresponds to, which is used if you wish to use custom CSS on the widget. The bottom right has a small arrow icon which can be used to drag and adjust the size of the widget.


Once you have added all your widgets, you can drag and drop and change the sizes of the widgets so they display how you want them to appear on the Home screen. 


Fig 4. Report Data widget on a dashboard.


The report can be shown as a "Report Counter" also.


Fig 5. Report Counter widget on a dashboard.


The widget can show the chart set on the report with the "Report Chart" type.


Fig 6. Report chart widget on a dashboard.


You can enable the setting "Auto-size the chart to fill the widget". When you are re-sizing the widget for your dashboard, this will automatically re-size the chart within, improving appearance. 


Fig 7. Auto-size the chart to fill the widget checkbox.


Customising Widgets with Custom CSS

To change the colour of the widget, you can use Custom CSS colours to achieve this. We can make the background and text colour for Widget 1 blue using the following script.


#widget-1.widget{

color: blue;

background-color: #0eb3f3

}


Note: Ensure that you have the correct widget number within the first line where mine is set to "#widget-1".


Fig 8. Custom CSS for color on the widget.


Once saved, the report data widget will show like this.


Fig 9. Report data widget with a blue background.


Setting a Dashboard on the Home Screen

A global level setting with a agent level override can be used to show an in-app dashboard on the home screen. This replaces the usual home screen from the feature menu and below with your chosen dashboard. This can be found under Configuration > Reporting > General Settings.


Fig 10. Dashboard to show on the home screen general setting.


This can be overridden per agent by clicking their profile picture in the top right > My account, or Configuration > Teams & Agents > Agents > selecting their profile. In the "Preferences" tab > Home Screen dropdown, the agent can set a dashboard.


Fig 11. Dashboard to show on the home screen setting on the agent profile.


The dashboard set there will then appear on the home screen.


Fig 12. Dashboard on the home screen.

 


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