Dashboard
Overview
The dashboard is where you land after signing in. It answers a single question: what needs attention right now? — using tiles that you arrange yourself.
Until you set anything up, you see a default set of tiles. That set follows your permissions: tiles whose underlying data you are not allowed to see are never offered to you. Two people in different roles therefore see different dashboards without anyone having configured that.
Core tasks
Switch between dashboards. As soon as more than one dashboard exists, a picker appears in the header. The name of the active dashboard doubles as the page heading.
Filter by brand. If you work across several brands, a second picker appears in the header. With nothing selected, the tiles cover every brand you have access to. With only one brand the picker stays hidden — there would be nothing to choose.
Arrange tiles. Edit switches the page into edit mode. From there, Add widget opens the catalogue, tiles can be dragged into place and resized, and each tile has its own settings — the time range or the number of rows shown, for example. Save commits the arrangement; Cancel discards it entirely.
Create another dashboard. New dashboard adds a further arrangement without touching the existing one. This is the route to take when you need several perspectives side by side — one for daily operations and one for the monthly review, say.
Fields in detail
A dashboard is not a form — it is a saved arrangement of tiles. What you do in edit mode ends up in the fields of that arrangement. The What it does column answers what changes in the system; the grey name behind it is the API field.
Dashboard
| Field | Required | Values / format | What it does |
|---|---|---|---|
Name name | yes | text, max. 200 characters | What the arrangement is called. The name sits in the switcher at the top left and is also the page heading. |
Tiles widgets | no | list of tiles with kind, title, settings, place and size | What stands on the page. Saving replaces the whole set — which is why Cancel discards the arrangement completely. Per tile: the kind from the catalogue, its own title, the tile's settings (period or number of rows, say) and its place and size in the grid. |
Scope scope | no | personal, role, shared | Whom the arrangement is for. New dashboard always creates a personal one; shared and role cockpits are managed in Reporting. |
Role roleId | no | existing role | With scope role: which role the cockpit applies to. |
Brand brandFilter | no | one of your brands | A brand fixed into the dashboard. The switcher in the header does not change this value — it only affects the display of the current session. |
Default isDefault | no | yes/no | Which arrangement appears after login. |
Grid layout | no | columns and positions | The frame measurements of the grid. The interface maintains them while you drag; by hand this is a case for API and automation. |
What belongs to the display, not to the arrangement
| Element | From | What it does |
|---|---|---|
| Tile catalogue | permissions and enabled modules | Which tiles are offered at all. A tile for a disabled module, or for data you may not read, is not even on the list. |
| Brand selector in the header | global brand switcher | Which brand the figures of the current session refer to. All tiles follow it together — otherwise figures meaning different things would stand side by side. |
| Refresh | automatic | Tiles reload themselves. Older values carry their timestamp instead of pretending to be freshly calculated. |
| Note tile | saved immediately | The note is writable without edit mode. On a shared or role cockpit that needs the reporting manage right; without it the note stays readable. |
Settings & permissions
The dashboard itself carries no permission of its own — every signed-in person can reach it. What is governed is the content:
- Tiles follow your permissions. A tile showing data you may not see is not offered to you. The
check also runs on the server, not only in the display.
- Saving requires the Reporting module. Arrangements are managed by the Reporting module. With
it switched off, the dashboard stays usable and shows the default set of tiles, but the buttons for creating and editing disappear — there would be nothing to store the change in.
- The brand filter only lists your brands. The picker contains exclusively brands you hold a
permission for.
FAQ & troubleshooting
**There is no Edit button.** Either you are already in edit mode — in which case Add widget, Cancel and Save are shown instead — or the Reporting module is switched off. In the second case a notice replaces the tiles.
My arrangement was gone after reloading. An arrangement is only committed by Save. Cancel, and leaving the page without saving, discard every change made in edit mode.
A tile I expected is missing from the catalogue. Either you lack the permission for the underlying data, or the module that supplies the tile is switched off. Your administrator can clarify both.
A notice about two-factor sign-in appears above the dashboard. This notice shows for as long as no second factor is set up for your account. You can dismiss it for the current session; it returns at your next sign-in until a second factor is in place.