Working with dashboards

Retired in 2025.2

IMPORTANT: This page describes a feature from the Desktop App, which was removed in Fall 2025. See how this feature is enhanced in the Web App

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.

The dashboard consists of informative panels called widgets. Several widget types are available, each serving a different purpose.

Click here to view the full list of supported widget types.

Some widgets are interactive, others just display information. You can do the following with widgets on a dashboard:

• To collapse and expand widgets:

  If a widget has a Minimize icon in the upper-right corner of its header, you can minimize this widget by clicking the header. To expand it again, click the header once more.

  NOTE: You can open a chart from a chart widget in a separate resizable window by right-clicking the chart and selecting Zoom In from the pop-up menu.

• To change a chart filter:

  If a chart has multiple filters, you can preview the chart with a specific filter by selecting it from the drop-down list in the upper-right corner of the chart widget.

• To zoom in a chart:

  1. Open a chart in a separate window by right-clicking it in the chart widget and then clicking Zoom In (or by clicking Zoom in button on the widget's toolbar).

  2. Resize the opened window to the necessary extent.

• To drill down into chart data:

  When chart elements are displayed as clickable, you can drill down into chart data. Clicking on a chart element opens a detailed view, showing the data records that make up the selected value.

• To resize a table widget:

  • To resize a table widget, hover over the resize icon in the bottom-right corner of the table and drag it to the desired size.

  • To restore the default table size, click the Refresh icon.

Refresh the dashboard

The currently displayed dashboard refreshes automatically every few minutes. You can also refresh specific widgets or the entire dashboard manually.

• To refresh a widget, click Refresh in the upper-right corner of the widget.

• To refresh the whole dashboard, press F5 on your keyboard.

1. In the Customize Dashboard pane, open the Sharing tab.

Customizing the dashboard

Default properties of widgets and your dashboard are configured by your Alloy Navigator Express administrator. However, you can locally customize your dashboard by selecting particular widgets to be displayed, choosing a dashboard layout, and more.

To personalize the dashboard, click the Customize button on the Module menu. For details, see Customizing the dashboard.

To learn how this feature works in the Web App, see Customizing dashboards.

Related Information:

Dashboard

Customizing the dashboard