Working with dashboards
Updated in 2025.2
By default, the dashboard is the first thing you see when you start. You can also open it anytime by navigating to My Work > Dashboard in the sidebar. The dashboard displays key information and provides shortcuts to frequently used actions, allowing you to monitor important data and quickly access the tools you use most often. For an illustration, see Dashboard.
Depending on your role, you may have access to more than one dashboard. If multiple dashboards are available, you can switch between them using the Dashboard list in the upper-left corner of the module menu.
Dashboard widgets
The dashboard consists of informative panels called widgets. Several widget types are available, each serving a different purpose.
| Widget type | Description and available actions | Examples |
|---|---|---|
|
Announcements |
Displays a list of active announcements. Click See details to open the full announcement and view additional information. |
Announcements |
|
Chart |
Shows a chart based on a portion of data to visualize trends or metrics. When chart elements are clickable, you can drill down to explore their underlying data. Click a chart element to open a detailed view showing the records that make up the selected value. When a chart has multiple filters, such as Today, This week, All time, you can change the filter by selecting a new one from the drop-down list in the upper-right corner of the widget. |
Incidents by Time of Day Software Licensing Compliance |
|
Counter |
Displays numeric values and trends to track important metrics. |
My Assigned Tickets Resolved Tickets |
| Create Actions |
Lists actions for creating new objects. Click an action to create an object. |
New Service Management Items:
|
| Latest Activities |
Displays the most recent activity on certain objects, typically related to you. Click an item to open the related object. The widget also provides a three-line menu |
My Tickets Activity |
| Links |
Displays a collection of links to web pages, files, or folders for quick access. Click an item to open the corresponding resource. |
Alloy Software Related Links Administrative Tools |
| Report List |
Shows a list of printable reports. Click a report to run it. |
Software Management Reports |
| Table |
Displays a portion of data selected by a specific criterion. Click an item to open its details. The widget also provides a three-line menu |
My
|
| Views |
Displays a list of shared data views available to you (shared with everyone or your team). Click a view to open it. |
My Tickets Summary Change Requests Summary |
for running workflow actions directly from the dashboard.IMPORTANT: Widgets are created by your Alloy Navigator administrator. Your role in the organization determines which widgets you can access.
Refresh the dashboard
The currently displayed dashboard refreshes automatically every few minutes. You can also refresh specific widgets or the entire dashboard manually.
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To refresh a widget, click Refresh
in the upper-right corner of the widget. -
To refresh the whole dashboard, press F5 on your keyboard.
Customize dashboards
Dashboards are provided by default, but you can personalize them to fit your workflow or create new dashboards.
When creating or customizing, you can add, move, or remove widgets, adjust their size and placement, and apply auto-arrangement for a clean, compact view with one click. Your role in the organization determines which widgets you can access.
To customize a dashboard:
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Go to My Work > Dashboard and open the dashboard to modify. To switch between dashboards, use the Dashboard list in the upper-left corner of the module menu.
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Click Customize Dashboard
in the upper-right corner. The Customize Dashboard pane opens. -
Browse through your available widgets on the Widgets tab. Widgets are grouped by type and can be filtered for easier navigation.
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Add, move, resize, and remove widgets:
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To add a widget, drag it from the list to the dashboard area. It appears immediately.
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To move widgets, drag them to new positions.
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To resize a widget, drag its edges with the mouse.
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To remove a widget, click Remove (X icon) in the tab bar. The widget disappears from the dashboard area but remains available in the Widgets tab.
If there are gaps between widgets, click Auto-arrange
in the toolbar to align them into a compact, organized layout.TIP: You can always reset the dashboard to its last saved configuration by clicking Reset in the toolbar. This restores the dashboard to its last saved widget set and layout.
-
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Save your changes: Click Save or Save As to store your customized dashboard.
Share dashboards
A dashboard can be personal or shared, meaning it can be visible to others.
To change a dashboard's sharing options:
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Go to My Work > Dashboard and open the dashboard to share or make it personal. To switch between dashboards, use the Dashboard list in the upper-left corner of the module menu.
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Click Customize Dashboard
in the upper-right corner. -
In the Customize Dashboard pane, open the Sharing tab.
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Select one of the following options:
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Only me: Keeps the dashboard private and visible only to you.
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Everyone: Makes the dashboard visible to all users.
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Group: Shares the dashboard with a specific group. Select the desired group from the list.
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Click Save to apply your sharing settings to the current dashboard or Save As to create a new one based on your changes.
Create dashboards
You can create new dashboards by customizing an existing one or starting from scratch.
To create a dashboard: