Dashboards are a way for Creators to organize saved stories into custom layouts and designs that can be shared with others, helping them to interact with and analyze the data.
Dashboards are made up of pages. Harmoni dashboard pages are a designed collection of items including saved story views, text items, image items and embedded content.
Creators can create and manage dashboards through DASHBOARDS in the Global Menu Bar.
- Dashboards are made up of pages
- Only Creators can create and share dashboards
In this article
- Create a New Dashboard Page
- Load a Dashboard Page
- Edit a Dashboard Page
- Rename a Dashboard Page
- Delete a Dashboard Page
- Download, Upload and Duplicate a Dashboard Page
1. Create a New Dashboard Page
To create a new dashboard, navigate to the DASHBOARDS menu and select the CREATE NEW button. Please note that only users with a Creator licence can create dashboards. After entering a name for the dashboard page, select CREATE to open a new blank canvas where you can design your dashboard. The user creating the dashboard will automatically become the owner of the page.
Page Owner
When a Creator creates a dashboard page, they become the owner. They can edit and delete the pages they own. They can also download, upload, and duplicate dashboard pages.
When naming a dashboard, you cannot use special characters in the name.
2. Load a Dashboard Page
Creators can access dashboard pages they have created (Owned by me)Learn more about User Roles. as well as those shared by other creators (shared with me) via the DASHBOARDS area.
- Open the DASHBOARDS area
- Click Load to open an existing dashboard page
Those who use a dashboard to access the data and information will typically land on the dashboard home page when they log into Harmoni and do not need to access the DASHBOARDS area to load a dashboard. Links within the dashboard allow users to move around the dashboard pages.
3. Edit a Dashboard Page
After saving a dashboard or reloading it to modify it, the Dashboard Owner must click the edit pen icon at the top right of the dashboard page. This opens the dashboard editing pane.
4. Rename a Dashboard Page
Creators who own the dashboard page can rename it by clicking the pencil icon next to the dashboard name on the dashboard tile. Edit the name and press enter. Please note that changing the name of a dashboard page will require navigation page links to be updated.
- Click on the pencil icon
- Type the new name
- Press Enter
5. Delete a Dashboard Page
Creators can delete a dashboard page they own by using the 3-dot menu on the dashboard tile. Click on the menu and select DELETE from the options. This action is not reversible.
- Click on the 3 dot menu on the dashboard tile
- Select delete from the options
- Confirm deletion
6. Download, Upload and Duplicate a Dashboard Page
To upload, select the UPLOAD button and browse to the location where you have saved the relevant dashboard page. Files have the extension ".PAGE".
DOWNLOAD and DUPLICATE are only available to the page owners and managed through keys (i.e., not all owners can download).
Files will be downloaded to your browser's download location. If you wish to change the location the zip is downloaded to, you will need to go to your browser > settings > advanced settings > and change the Downloads location.
- Click on the 3-dot menu on the dashboard tile.
- Select the relevant option from the menu list.
Where to from here?
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