Dashboards & Portlets

You can set up dashboards to show summary information related to your test projects or for your organization overall.

To access your dashboards, you can either select the Dashboards tab or the Dashboards option on the User Menu.

Creating Dashboards

You can create new dashboards from the Manage Dashboards grid.  Click on Add from the toolbar.

Enter the dashboard name on the Create New Dashboard dialog. You can then choose to either keep our dashboard private or to share with other users or groups of users.  

If you plan to share your dashboard, in the View Only field, select the users and/ or groups you wish to provide access to from the dropdown.  Note that only owners can add and configure portlets, however once the dashboard is shared then any user can then take ownership of the dashboard. 

Click on Save to create your new dashboard.

 

Customizing Dashboards

New dashboards are blank and ready for your to customize using the available portlets. Portlets can be dropped onto the dashboard and then moved around as required.

Enterprise Tester has many Portlets:

Activity Streams

Allows events to be posted to the dashboard

Dashboard Links 

Allows fast access to other dashboards

My Notes 

Allows you to add notes to the Dashboard

Remote Content 

Allows the display of content from a URL page

Rich Text

Allows editable content using a rich text editor

Report Chart 

Classic Reports - displays charts form any of the configured reports

Bar Graph

Displays a graph from underlying saved search/query criteria

Burndown ChartDisplays the actual versus estimated work remaining over time

Gauge Chart

Displays a chart from underlying saved search/query criteria

Grouped Bar Graph

Displays a graph from underlying saved search/query criteria

Pie Chart

Displays a chart from underlying saved search/query criteria

Two Series Bar Graph

Displays a graph from underlying saved search/query criteria

To add a portlet to your dashboard:

  1. Drag the required portlet onto your dashboard. 
  2. When a blue zone is displayed, release the portlet to add it to the screen.