ServiceAide Cloud Serviceaide Intelligent Service Management (CSM) allows you to create queries for predefined searches, setup charts and create dashboards for analysts.
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Configure a Dashboard
- Navigate to MANAGE, ADMINISTRATION, Tools, MANAGE> ADMINISTRATION> Tools> Dashboards, and click Create New.
Note: You can also select Copy to New to copy an existing dashboard and modify it to create a dashboard. - Enter the Dashboard Name, Description, select a Related To Form.
Note: The Context field is read-only and displays the permissions that are inherited from defined searches. - Select the Grid Layout for the dashboard and other necessary information.
You can display a maximum of six charts in a 2X3 grid, and a minimum one chart in a 1x1 grid. You can also modify the chart size my managing the image pixels. - Click Apply Changes.
Note: The dashboard details such as Status, Created on, Created by, update automatically. To manage the layout of the charts, click Organize Dashboard Charts.
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Follow these steps:
- Navigate to MANAGE, ADMINISTRATION, MANAGE> ADMINISTRATION> Tools, and click Charts.
Create: Click Create New and fill the following details:
Category
(Optional) Specify the category of the chart. You can assign a category to charts to group them together. You can select an existing category or can enter a new one.
Auto Refresh Interval (Mins)
Specify how frequently the chart data is refreshed. The default value is 3 minutes. The refresh interval cannot be less than 3 minutes. If you do not want the data to be refreshed, enter zero in this field.
Defined Search Name
Select the defined search that is used for extracting the chart data. Every chart is associated with a defined search. The chart is not rendered properly when there are errors in the defined search. To enable other users to view the chart, also enable their access to the defined search. You can use one of the system defined searches or can create your own defined search for rendering the chart.
Related to Form
This field displays the name of the forms that are related to your defined search.
X-Axis and Y-Axis
This field lets you create relationships between the x-axis and y-axis of the chart. Use the options available in the Category (X-Axis), Category (Y-Axis), Value (X-Axis), and Value (Y-Axis) fields. Select the values which are relevant to your defined search. If the values are not relevant to the defined search, the chart displays an error.
X-Axis and Y-Axis Labels
Enter a value in the Category (X-Axis) Label, Category (Y-Axis) Label, Value (X-Axis) Label, and Value (Y-Axis) Label fields and provide labels for the x-axis and the y-axis.
Aggregation
Select how the data is aggregated between the x-axis and y-axis. Select a value which is relevant to your defined search, else the chart is not rendered properly.
Time Period
Select a value to group data into the selected time periods. This field is available only when the x-axis is set as Created Date.
Note: The Permissions tab displays the permissions applicable to the chart. These permissions are inherited from the defined search that is used for creating the chart. You cannot modify the permissions for a chart directly. Modify the permissions to the defined search instead.- Select the Chart Type, and click Apply Changes.
- Modify: Select a chart on the Charts page. Modify the chart information and click Apply Changes.
- Delete: Select a chart on the Charts page, and click Delete. If you deleted accidentally, click Activate to undo the deletion. You cannot undo the deletion after you close the tab.