Dashboards

Adding Dashboards to Custom Tabs

This article provides a guide on adding dashboards to custom tabs, giving users the ability to display dashboards specific to certain entities like tickets, customers, and users. The guide explains how to create these custom tabs, configure dashboards, and filter dashboard data to show only relevant information for the selected entity, such as a specific customer or user. It also covers importing and exporting dashboards using JSON, as well as troubleshooting common issues with filters on dashboards.

Dashboard Publishing Guide

Drag and Drop Tickets Onto a Calendar to Create Appointments

Halo In-App Dashboard

This article provides a comprehensive guide on creating and managing in-app dashboards in Halo. It covers topics such as adding and customizing widgets, setting dashboards on the home screen, filtering data, and using custom CSS for styling. The guide also explains various widget types like Ticket List, Report Data, and Report Chart, and details how to configure charts within dashboards. Additionally, it discusses syncing changes between instances and tracking changes to dashboards for version v2.212.1+. The article is designed to help admins and agents effectively visualize and manage data through accessible dashboards.

Making Dashboards Available to Users on the Self-Service Portal

Start to Finish: Project Dashboards

Ticket Dashboards

This article provides a comprehensive guide on using Ticket Dashboards for organizing and displaying ticket information in a customized manner. It covers the benefits and methods of creating and configuring these dashboards, including how to add and display widgets for detailed ticket insights. The guide also explains the use of Reports, Ticket Details, and Custom HTML widgets, offers configuration tips, and outlines the process for customizing the dashboard layout for optimal ticket management and visibility within an organization.