Support Help

Dashboard

Dashboards are the pictorial representation of reports generated with which you can clearly grasp the process flow for a specified period of time. From Dashboards, you can figure out where exactly is the bottleneck and can bring in the necessary changes to progress. Zoho Support allows you to create various charts like Bar chart, Pie Chart, Funnel Chart or Linear Chart to have a better perspective of your support center's operation and even compare them with your past performance. They can even be used for forecasting your performance into the coming months.

Note:

  • Your web browser should support Macromedia Flash to view the graphics created for your dashboard. If the browser is not ready for Macromedia Flash yet, click the Flash plug-in icon to install it right away.
  1. How do I create dashboard folders?
  2. How can I create a dashboard?
  3. Create Charts
  4. How do I edit a chart?
  5. How can I delete a chart?
  6. Change dimensional view
  7. Zoom out chart

Creating Dashboard Folders

Before you start creating dashboards, you're required to create dashboard folders. You can create both public and private folders and the dashboards can be stored in any one of them. Dashboards created under the public folder can be viewed by all Zoho Support Users, while those under the private are limited to select users.

Note:

  • Users who create the dashboard folders, besides the system administrators will have complete control on the folders.
  • Other users can access the dashboard folders only when the owner of a folder permits them to.

To create dashboard folders, do the following:

  1. Click Reports tab.
  2. In theReports Home page, click Dashboards link from the top.
  3. In the Dashboard Components page, click Go to Dashboard List.
  4. In the Dashboard List page, click Create New Dashboard Folder and do the following:
    1. Enter the Folder Name.
    2. In Accessibility Details section, define the user's accessibility to view the dashboard folder.
  5. Click Save.
createdasb

Creating Dashboards

To create Dashboards which is the summarized view of reports, do the following:

  1. Click Reports tab.
  2. In the Reports Home page, click Dashboards link from the top.
  3. In the Dashboard Components page, click Go to Dashboard List.
  4. In the Dashboard List page, click Create New Dashboard and do the following:
  5. Enter the Dashboard Name.
  6. Select a Dashboard Folder from the list, under which the dashboard will be stored.
  7. Enter the Description for the dashboard.
  • Click Save.
dashboardcreate2

Creating Charts

After creating a dashboard, you need to select a chart or a table to be displayed. Chart displays the data in pictorial form and the table in a tabular format. You can create charts by adding components like Bar, Pie, Line, Funnel etc., or create a table.

  • Bar Chart: Displays two or more kinds of data for comparing values across categories.
  • Pie Chart: Displays data that is divided into triangular areas proportional to the percentages of the whole and illustrates the relationship of parts to the whole.
  • Line Chart: Displays a trend over a period with variations in multiple values in a single chart.
  • Funnel Chart: Displays the convergence of data from entry to the exit level.
  • Table Chart: Displays the sum of values in each category of the data.
chart

To create a chart or a table, do the following:

  1. Click Reports tab.
  2. In the Reports Home page, click Dashboards link from the top.
  3. In the Dashboard Components page, click Add Component.
  4. In the Add Component page, do the following:
    1. Select the Component Type, either Chart or a Table.
    2. Enter the Component Name.
    3. Specify a report from the Source Report list.
  5. Click Next.
  6. If you'd selected the component as chart, select its type from the Select Chart Type list box. Concurrently the X-Axis and Y-Axis details are displayed under the Chart Details section.
  7. Click Finish.

Editing a Chart

To edit a chart, do the following:

  1. Click Reports Tab.
  2. In the Reports Home page, click Dashboards link from the top.
  3. In the Dashboard Components page, click the Edit link displayed next to a chart.
  4. Perform the changes and click Next.
  5. You can change the chart type if required.
  6. Click Finish.

Deleting a Chart

To delete a chart, do the following:

  1. Click Reports Tab.
  2. In the Reports Home page, click Dashboards link from the top.
  3. In the Dashboard Components page, click the Del link displayed next to a chart.
  4. Click OK to confirm deletion of the chart.

Note:

  • You cannot delete the default dashboards components pre-created in Zoho Support.

Change Dimensional View

You can change the dimensional view of the chart from 2D to 3D and vice versa.

  1. Click Reports Tab.
  2. In the Reports Home page, click Dashboards link from the top.
  3. In the Dashboard Components page, click the blue colored box icon to view the chart in 2D or 3D modes respectively.

Zoom Out Chart

To zoom-in or zoom-out out a chart, do the following:

  1. Click Reports Tab.
  2. In the Reports Home page, click Dashboards link from the top.
  3. In the Dashboard Components page, click to zoom-in through the chart.

Note:

  • A zoomed-in chart will be displayed in a separate window.

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