Rapportages en exports
Dashboard aanpassen
Choose dashboard widgets · Order dashboard widgets
Choose the task you want to carry out. Each procedure includes its prerequisites, steps and safeguards.
Voor wie
Beheerders, medewerkers en IT-teams die ITLedger gebruiken voor dienstverlening, assets, compliance en rapportages.
Taken
Kies je taak. De volledige werkwijze, voorwaarden en aandachtspunten staan hieronder in het Engels.
Choose dashboard widgets
Choose dashboard widgets.
Who can do this: Tenant administrator, Operator
Before you start
- Use an account with access to the stated page and permission for the chosen action.
Safeguards
- No data widgets are mandatory; the default dashboard is empty.
- Only widgets allowed by current features are offered.
- Feature-disabled saved widgets stay in the roaming layout but are hidden from rendering and configuration until re-enabled.
- The Reset to default button returns the dashboard to the query-free empty state.
- Refresh reloads visible widget data without changing your saved layout.
- Open Dashboard.
- Use Customize Dashboard to open the widget layout dialog.
- Toggle widgets visible or hidden with the eye controls.
- Use Reset to default if the user wants a clean, empty dashboard.
- Save to persist the layout.
Expected outcome: The user has reviewed the result of choose dashboard widgets in the application.
Order dashboard widgets
Order dashboard widgets.
Who can do this: Tenant administrator, Operator
Before you start
- Use an account with access to the stated page and permission for the chosen action.
Safeguards
- Reordering changes your saved layout, not the data in widgets.
- Feature-disabled saved widgets stay in the roaming layout but are hidden from rendering and configuration until re-enabled.
- Refresh reloads widget data without changing the saved layout.
- Open Dashboard.
- Use Customize Dashboard to open the widget layout dialog.
- Drag enabled widgets to reorder the left-column layout.
- Save to persist the layout.
Expected outcome: The user has reviewed the result of order dashboard widgets in the application.
Aanbevolen werkwijze
- Gebruik gelijke filters bij vergelijkingen.
- Bespreek uitkomsten met de mensen die er iets mee kunnen doen.
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