Documentation forSolarWinds Service Desk

Dashboard

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Introduction

Your SolarWinds Service Desk (SWSD) dashboard contains a great deal of information. The information below will help you understand your dashboard.

Dashboards provide a real-time dynamic view of the service desk. Dashboards are comprised of a set of widgets that can be added, removed, and configured to adjust to the individual needs of the agent, manager, or organization.

Navigation

Dashboard .

Customize a dashboard

The ellipsis to the right of My Dashboard lets you customize your dashboard contents and view. Click the icon and select an entry from the drop-down menu.

  • Rename.
    • You can create a new customized dashboard view and name it whatever you want. You can then share the new view with your team if you have the proper permissions. For more information, see Shared dashboard.
  • Save Changes. Save changes made to a renamed dashboard.
  • Save as New. Save a newly created dashboard.
  • Set as Default. Save the displayed dashboard as your default.
  • Reset to default. Reset your dashboard to the default dashboard.
  • Share.
    • Administrators and service agent users can choose to share their dashboard. For more information, see Shared dashboard.
    • Anyone viewing a shared dashboard has view only permission and cannot save changes.
  • Delete. You can delete a dashboard you have customized.
If you see an option in the drop-down menu and it is greyed out, this option is not available to you based on the edits or changes you have made. For example, if Save Changes is greyed out, you have not made any changes that can be saved.

Icons on the dashboard

  • Add Widget , which displays in the upper right, provides a dropdown menu that lets you customize your dashboard with the key factors that are important and relevant to you. See Widgets below for more information.

    Over 90 widgets are available. The limit is 30 widgets per dashboard. See Dashboard widgets for more information.

  • Add lets you create and save new views of your dashboard. To access one of these views in the future, select the down arrow beside the dashboard title and a dropdown menu of saved views displays.

  • Full screen lets you view your dashboard in full screen mode.

  • Help gives you additional tips on how to best manage your dashboard.

To get the most out of your Service Desk SolarWinds recommends you customize your dashboard with the widgets that provide the most pertinent details to aid in your daily workload. See Dashboard widgets for more information.

To add a widget:

  1. Click Add Widget in the upper right.
  2. From the menu that opens on the left, search for a widget by name or click the right-facing arrow next to a category to display a list of available widgets for that category, and then select the widget you want to add. Widget options are categorized by type:

    • Incidents
    • Service Statistics
    • Time Tracking
    • Tasks
    • Solutions
    • Changes
    • Risks
    • Other Assets

    SWSD adds the widget to the top left of your dashboard.

  3. Drag and drop the widget to the location of your choice.

Widget data is grouped by the type of widget. For example, If you want data to be grouped by category, SolarWinds recommends using the Incident by Category widget.

To edit a widget:

  1. Hover over the name of the widget until the pencil icon displays.

  2. Click the pencil icon.

  3. In the Edit Widget pane on the left, select the appropriate tab (Widget or Filters).
    • To rename, select the Widget tab and edit the Widget title.
    • To change widget filters, select the Filters tab. The filtering options available are based on the widget type. For an incident related widget, apply filters just as you would on the incident index page, for example, level status, state, and other fields. See Incidents for more information.
  4. Click Update to save changes.

The data will be grouped by the type of widget. If you want the data to be grouped by category. SolarWinds recommends using the Incident by Category widget.

You can also create multiple widgets of the same type to save precious time. As your side edit becomes more complex, the ability to duplicate the widget allows you to enter and edit as needed.

For more information, see Dashboard widgets.

Use multiple dashboards

Generate multiple dashboards to help you manage different KPIs and customize your dashboard view. Create a dedicated dashboard for Incidents Management, Assets Management, Tier 1 tickets or any other topic that you or your team would like to keep track of at a glance.

To understand why reporting and dashboards are critical, see Service Desk Reporting Dashboards.

Create and share dashboards

See Shared dashboard.

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