Interface Elements:

• Radial Chart – This widget presents data chosen from the Property drop-down plotted on a polar coordinate system.
  
  • Click a color on the graph or on the legend to filter the Filled-out Forms table by that Property.
• Bar Graph – This widget presents data chosen from the Property drop-down plotted on a Cartesian coordinate system.
  
  • Click a color on the graph or on the legend to filter the Filled-out Forms table by that Property.
• Quick Stats – Use the Quick Stats widget to create filter for the table below.
• Filled-out Forms – This table presents issue records that conform to the imposed filters.
• Use the icons and drop-downs on the Features Bar to choose what information is displayed on the dashboard, to edit it, or to create a new one.
  • Type – Expand this drop-down and choose the type of information to be displayed on the dashboard.
    
  • Fill Out a Form – Click this icon to create a new issue.
    
  • Import – Click this icon to add files to those presented on the dashboard.
  • Export – Click this icon to create a file of the data presented on the dashboard for local storage or to share with others.
  • Period drop-down – Expand this drop-down and choose the duration of data presented on the dashboard.
  • Configure Dashboard – Click this icon to unlock the dashboard for editing.

Use Quick Stats

1. Click on items in the Quick Stats widget to create a filter for the Filled-out Forms table.
   
   • When you click a Quick Stat, the applied filter appears in the panel above (for example, the State: Open filter in the illustration).
2. Click the X to close the individual filter and remove its influence from the table.

Use the Filled-out Forms Table

1. Click the Display Name of an issue to open its record.
   
2. Click the Link to open the Viewer with the workspace zoomed and centered on the issue location.
3. Click the Options icon.
   
   • Configure Grid Columns – Arrange the columns of the Filled-out Forms table to suit your needs.
   • Export to PDF – Create a printable file in the .pdf format.
   • Download As – Generate a digital file that you can store locally.
   • Assign to a User – Designate a colleague who will attend to this issue.
   • Delete – Remove the selected record from the database.

Configure Grid Columns

1. Choose the columns that comprise the table by selecting an option in the Available Properties list then click the right arrow to add the column to the Selected Properties list.
   
2. Choose an option in the Selected Properties list then click the up arrow to shift it to the front of the table or click the down arrow to move the column to the right.
3. Click the Save button to execute your changes, or click Cancel to close the dialog without altering the table.

Configure Dashboard

1. Click the Configure icon to unlock the dashboard for editing.
   
2. With the dashboard unlocked, you can Create a New Dashboard or Add a New Widget to the open dashboard.
   
   • When you click Add New Widget, a dialog opens and presents you with the available options. Click any of these to place it on the dashboard.
     
3. Eliminate unnecessary widgets by clicking Remove.