This user guide will show step-by-step instructions on how to use dashboards in UGAF@Work.
Dashboards are preconfigured pages that consolidate key management information and actionable items in one location. These worklets may include reports, menus with related tasks, and announcements.
Delivered dashboards are based on functional areas, such as expenses and financials.
UGAF has created a custom dashboard, which is home to many of the most frequently used reports. The dashboard is called “Custom Reports – UGAF”.
Access Dashboards
From the Home page:
1. Select the Menu button.
2. Select Custom Reports – UGAF to open the dashboard.
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Note: Only users with the appropriate reporting security permissions will have access to the ‘Custom Reports – UGAF’ dashboard.
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Configure Your Dashboard
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Note: You may not be able to remove or add worklets on some dashboards. This varies based on security settings. Dashboards only allow six worklets; however, custom dashboards support multi-tab functionality and can have six worklets per tab.
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From a dashboard:
1. Select the Configure Task for Landing Page Group (gear) icon in the top right corner.
2. Select the Add Row (plus) icon to add a new worklet.
3. Select the Worklet field to search for and choose a worklet from the list of available worklets.
4. Select the Remove Row (minus) icon to remove a worklet from the dashboard.
5. Select the Move Row Up or Move Row Down (arrow) icons to reorder the worklets on the page.
6. Select OK to save.
Configuring Multiple Tabs
Custom dashboards support multiple tabs so you can group worklets within a dashboard. Each tab maintains a limit of six worklets.
The Custom Reports – UGAF dashboard includes two separate tabs: UGAF@Work Reports & Gift Overview.
From the UGAF@Work Reports tab of the dashboard:
1. Select the Configure Task for Landing Page Group (gear) icon.
2. On the left, choose the tab you wish to configure.
3. Select the Add Row (plus) icon to add a new worklet.
4. Select the Worklet field to search for and choose a worklet from the list of available worklets.
5. Select the Remove Row (minus) icon to remove a worklet from the dashboard.
6. Select the Move Row Up or Move Row Down (arrow) icons to reorder the worklets on the page.
7. Select OK to save.
From the Gift Overview tab of the dashboard:
1. Select the gear icon > Edit Settings within in an individual worklet to input the specific parameters you want to run the report with.
2. The popup window displays. Fill in the desired criteria to narrow down the results displayed when you run the report.
3. Click OK. The report will run and you will receive a confirmation like the one shown below. Click Done.
4. Once you have configured the worklet, you can click the gear icon to conduct different activities for the worklet, such as Refresh, Edit Settings, or Restore Default Settings.
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Note: A maximum of 10 rows can be displayed within a dashboard worklet.
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