Using the Incident Management Dashboard

The Incident Management Dashboard offers a comprehensive view of your organization's capacity with visualizations that provide critical metrics about your incidents. You can build custom dashboards with the goal of optimizing your organization's capacity. The dashboard also allows users to add widgets that reflect custom incident attributes. These widgets allow users to make custom attributes visible on dashboard filters.



Open Incidents



The Open Incidents count card widget displays all open incidents recorded in your account.

Incidents by Type



The Incidents by Type graph displays all incident types recorded in your account. You can hover over each category of the graph to view an immediate count of the incidents recorded in that section.

Incidents by Stage



The Incidents by Stage graph displays the total number of incidents in various stages of your workflow. You can hover over each bar to view the number of incidents in each stage.

Total Incidents



The Total Incidents count card widget displays all incidents recorded in your account.

Incidents by Source



The Incidents by Source graph displays all incident sources recorded on your account. You can hover over each bar to view the number of incidents reported by each source.

Incidents by Organization



The Incidents by Organization graph displays a visualization of the total number of incidents per organization. You can hover over each bar to view the number of incidents for the corresponding organization.

Open Tasks



The Open Tasks count card widget displays all open tasks recorded in your account.

To create a new dashboard

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.


    Dashboards screen showing the list of existing dashboards and controls to create a new dashboard.
  2. Click the Create New button.
  3. Complete the fields. For more information, see the Create Dashboard Modal Screen Reference.
  4. Click the Create button.

Create Dashboard Modal Screen Reference



Field
Description
Dashboard Name

Enter a name for the dashboard.

Visible Module

Select the Incident module.

Access

Select Public or Private.

Dashboard Template

Select a dashboard template.

Dashboard Theme

Select a dashboard color theme.

To add a dashboard widget

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Click on the name of the dashboard in which you want to add a widget.

    The Dashboards screen appears.

    Note:

    This screen also appears once you complete the steps for creating a new dashboard.



  3. Click the Add Widget button in the space where you want to add a widget.

    The Add Widget modal appears.

  4. Complete the fields to add details about the widget. For more information, see Add Widget Modal Reference.
  5. Click the Save button to save your changes to the dashboard.

Add Widget Modal Reference



Field
Description
Widget Name

Enter the name of the widget. This will appear as the label on the widget in your dashboard.

Description

Enter a brief description of the widget.

Data Source

Select the primary source of data for the widget.

Data Type

Select the specific type of data you want to use for the widget.

Widget Type

Select the type of widget you want to create.

Aggregation - Function

Select the function type that will define the way the data is aggregated into groups.

Aggregation - Attribute

Select the attribute type that will define the way the data is aggregated into groups.

Group By - Data Source

Select the primary source data that will determine the groupings.

Group By - Data Type

Select the specific data that will determine the groupings.

Group By - Attribute

Select the attribute from data type that will determine the groups.

Group excess date in "Other" segment for overflowing groups

Check this box to group excess content in a segment titled "Other".

Filters - Attribute

Select the attribute that will be used to filter the source data for the widget.

Filters - Operator

Select the operator for the filter.

Filters - Values

Select the attribute value(s) that act as the criteria for the filter.

Format Widget - Show Data Labels on Chart

Check this box to select a position for the data labels on the chart.

Format Widget - Show Axes Labels

Check this box to enter a name for the X and Y axis labels

Format Widget - Widget Height

Select the height of the widget.

To edit a dashboard widget

  1. Go to the dashboard you want to update.
  2. Click the Edit button.

    The Dashboard Builder appears.

  3. Click the Edit icon button on the widget you want to edit.

    The Edit Widget modal appears.

  4. Update the fields as necessary. For more information, see Add Widget Modal Reference.
  5. Click the Save button.

To move a dashboard widget

  1. Go the dashboard you want to update.
  2. Click the Edit button.

    The Dashboard Builder appears.

  3. Use the Arrow icon buttons on the widget card to move it to a new position on the dashboard.
  4. Click the Save button.

To delete a dashboard widget

  1. Go to the dashboard you want to update.
  2. Click the Edit button.

    The Dashboard Builder appears.

  3. Click the Delete icon button for the widget you want to delete. A confirmation dialog appears.
  4. Click the Confirm button.