About Dashboard Settings

Unifyr Support
Unifyr Support
  • Updated

You can configure some general settings for your dashboard.

  1. Access the dashboard for edit - for information, see Edit a Dashboard.
  2. Click Settings.
  3. Add information as required for these settings:

     Parameter  Description
    General
    Timezone

    How to decide the time zone in which the dashboard will be run:

    • Each tile's time zone - run each tile in the time zone in which they were saved
    • Viewer timezone -  run all tiles in each viewer's time zone
    • Specific timezone

    Viewers can temporarily change the timezone when viewing the dashboard.

    Run on load

    Whether dashboard data is automatically loaded when the dashboard is first loaded.

    If this option isn't enabled, the dashboard doesn't display any data until the viewer clicks the Load icon admin_analytics_dashboard_load_data_icon.png

    Allow full screen mode for visualizations

    Whether dashboard viewers will be able to see each tile in full-screen or expanded formats.

    If this option is disabled, the View option is not available in each tile's three dots menu.

    Automatically refresh dashboard

    Whether to automatically refresh all the data in the dashboard on a regular schedule to ensure that it is up-to-date.

    If the option is enabled, select the interval at which to carry out the refresh - seconds, minutes, hours, or days.

    You can override this for individual data tiles by using the Refresh frequency setting (see below).

    Notes about auto-refreshing:

    • The auto-refresh intervals begin at the time of day that auto-refresh is activated
    • The dashboard refreshes on the set interval while the dashboard is open in a browser tab, as long as it isn't in edit mode.
    • If the dashboard is closed or in edit mode during a scheduled refresh time, it won't refresh.
    • If the dashboard is closed or goes into edit mode, whether or not during a scheduled refresh time, the refresh interval restarts as soon as the dashboard is opened again or leaves edit mode.
    • Auto-refresh works regardless of the Run on load setting. If Run on load is disabled but the dashboard has auto-refresh settings, the refresh interval begins when the viewer open the dashboard even if they didn't click the reload data icon to load the data.
    Refresh frequency

    The auto-refresh frequency for each data tile in the report.

    Choose the required interval for each tile, or choose Same as Dashboard to stick to the frequency set in Automatically refresh dashboard.

    Use Does not refresh if you don't want a tile to auto-refresh.

    If each data tile should have a different refresh rate, consider disabling the Automatically refresh dashboard option if it's active.

    Filters
    Default filters view

    The default display of the filters in the dashboard

    • Expanded - The filter bar shows on page load, with all filters visible (default)
    • Collapsed - The filter bar does not show on page load and filters are hidden by default
    Filters location

    Where in the dashboard the filters should be displayed

    • Top - top bar (default)

      admin_analytics_dashboard_filter_location_top.png

    • Right - right sidebar

      admin_analytics_dashboard_filter_location_right.png

  4. Click Save.

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