Getting started with dashboards

Create custom dashboards to show important information like cases, notifications, tasks, and more.

To create a new dashboard, select Dashboards from your navigation.

Click the plus icon on the right side.

A modal will appear to set up your Dashboard.

First, create a name for it.

Next, select which widget(s) you would like to include.

Skip ahead to learn more about Single vs. Multi-Pane views.

Lastly, select if you'd like the page to auto-refresh, and how often.

If this is toggled off, information will update whenever the page refreshes or reloads.

Skip ahead to learn about the Auto-cycle setting.

Once all settings are configured, click Save. Your dashboard is now created as a new tab!

A few additional settings appear if you've added the Case Listing widget.

If you added the Case Listing widget, you need to select either a Single pane or a Multi-Pane view.

Single pane shows one Case Listing at a time. Multi-Pane allows you to view multiple Case Listings in the same widget.

Example of Single Pane:

Example of Multi-pane:

You can also enable auto-cycle for your Case Listing.

Auto-cycle works similarly to an airport screen, showing one data set and then "flipping" to the next.

Simply select the Auto-cycle tab, toggle it on, and choose an interval.

Customize your Case Listing even more by filtering cases into tabs.

To edit an existing dashboard, click the top-most gear icon.

The dashboard settings modal will appear where you can make edits and save.

If you've added multiple widgets to a single dashboard, you can rearrange them for a custom view.

Drag and drop to rearrange each section where you'd like.

You can move them up and down levels or add multiple to a single row.

Need help? Email us at support@passare.com or call 1-800-692-5111.

Discover ways to configure your Case Listing in Passare.