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Using Dashboards
  • 01 Dec 2020
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Using Dashboards

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Video Walkthrough

How to View a List of Dashboards

After Logon

Viewing a list of dashboards is fairly straightforward. After you initially log on to Preset, you'll be asked to select a workspace. After selecting a workspace, you'll be presented with a list of dashboards available to you based on the selected workspace. There are also tabs that enable you to view recently viewed and favorited dashboards.

To load a dashboard, just select a name under the Dashboard column.


This table shows basic information, but you may require additional functionality. No worries, there's another option available.

The Dashboards Screen

In the Toolbar, select Dashboards.


The Dashboards screen appears:


This screen provides more detailed information about dashboards stored on Preset, has more viewing functionality, and also enables users to delete, download, or edit a dashboard.

Let's have a closer look at some of that functionality.

How to Edit Dashboard Properties

When in the Dashboards screen, place your cursor over a dashboard row to highlight it — under the Actions column header, you'll notice that a trio of features become available: delete, download, and edit.

The Delete tool (trash bin icon) removes the dashboard from the Preset system. The Download icon (arrow icon) enables you to download the selected dashboard to your local system in JSON format.

The third tool, Edit (pencil icon), is used to change the properties of a dashboard. Let's go ahead and select Edit for the Netflix Insights dashboard.


After selecting Edit, the Dashboard Properties panel appears.


This panel enables us to make some changes to the dashboard:

  • Title: This is populated with the dashboard's title, but can be changed if needed.
  • URL Slug: Enables you to create a more meaningful URL address for your dashboard — we'll have a closer look at this in a moment.
  • Owners: A list of users who can modify the dashboard; by default, the creator's name is included.
  • Color Scheme: Select the drop-down to change the color scheme used on the dashboard.
About the URL Slug

By default, your dashboards will be assigned a generic identifying value for inclusion at the end of the URL link (called a "slug"). Here's what the default URL looks like for the Netflix Insights dashboard:


...as you might guess, the slug of ".../92/" isn't too meaningful.

To fix this, enter a more memorable name in the URL Slug field and then select Save.


By hovering your cursor over the dashboard name in the Dashboards list, you'll notice that the URL link is now a bit more user-friendly:


How to Favorite a Dashboard

To mark a dashboard as a favorite, simply toggle the star icon on the far left of the Dashboards table.


Your favorites dashboard will now appear in the Favorites tab after selecting a workspace:


How to Share a Dashboard

To share a dashboard with a friend or colleague, start by loading your dashboard — click the name of your dashboard on the Dashboards screen.


On your dashboard screen, select the ellipsis icon on the far right and, in the drop-down menu, select Share dashboard.


The Share Dashboard panel appears featuring a unique URL for the dashboard. At this stage, you can select the Copy to Clipboard icon to copy the dashboard link to your clipboard or you can select the E-mail icon, which launches your system's default e-mail client and populates a new message with the dashboard URL.


How to Save a Dashboard

Any changes made to the dashboard need to be saved or else they may be lost. To save a dashboard, select te ellipsis icon while viewing your dashboard and then select Save as.


To save your existing dashboard to its current name, select Overwrite and then select Save.


To make a copy of your dashboard to a different name, select Save as, enter a name in the text-entry field (or retain default name), and then select Save.


About Refreshing the Dashboard

If your data is in real time or changes frequently, then it may be necessary to refresh the page so that the most current data can be retrieved for display on charts in the dashboard.

Manual Refresh

To manually refresh the dashboard, select the ellipsis icon and then select Refresh dashboard.


Automated Refresh

To configure the automatic refresh of the dashboard, select the ellipsis icon and then select Set auto-refresh interval.

The Refresh Interval window appears.


In the drop-down menu, select the frequency at which the screen will refresh. There are several options, from Don't refresh to 1 hour, with second and minute options in-between these extremes. Just select whichever frequency is aligned most closely with the frequency at which data is updated.

Note that the setting remains in effect for the duration of your Preset user session and needs to be re-set on your next session start.

How to Download a Dashboard Image

Preset will prepare an image of your dashboard in JPEG format for download to your local or networked system.


Great work! Now let's talk about making your dashboad look exactly the way you want it — check out Customizing a Dashboard to get started!

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