Using the Client Dashboard

Randall Berg -

When connecting a featured PSA or other ticketing solution to BrightGauge, you'll be presented with a Client Dashboard Template. This is a dashboard that we've built to help you create a dashboard for each of your customers because let's face it, everyone has had those pesky clients always asking for updates. This dashboard will help answer their questions before they even call! This document will guide you through setting up the dashboards for each client.

 

1. Creating the Filter

The first step is to create the filter for the dashboard.  Filters are specific for each dashboard, but are copied over when you clone the dashboard, so this tutorial will have you create the filter first and then you can copy it over when cloning the dashboard later.

Step 1 -

If no filters have previously been added to the dashboard, select the "Add a Filter" button on the top right hand corner of the screen.

 

If the dashboard already has filters configured, click on the "Filters" button on the top right hand corner of the screen, then select the blue "Add a Filter" button from the dropdown modal.

 

Step 2 - You'll now see a modal appear in the middle of the page.  This modal is where you create the filter.

A. Name - This box is where you set the name for the filter.  This is not the filter itself though, just something you'll refer back to later.  For our case, naming it Client would work perfectly

B. Fields - This is where you select the specific fields you'll filter for.  Later on in this document we'll list out the ones you'll want to use for each datasource.  You can search for the field name in the box above.  You can also select multiple fields, just be careful that they're the same field (if using different datasets).

C. Value - This is the actual filter.  This is where you'll want to put in the company name depending on your datasource. You'll notice that as you start typing, it will being searching in the field(s) that you've selected. Make sure to select the one you're filtering for, if you are using gauges from different datasources, make sure to select the name that matches for both (you can select multiple values).  For the purposes of this tutorial, you don't need to put a real value here, just type a random name so that the filter can save.

 

Step 3 - Click on the add to dashboard button.  Once created, the filter can now be used.  More on that in 3. Applying the Filter, below.

 

Now this is a pre-made dashboard using a few different gauges and datasets, so please find your integration below for assistance in finding which field(s) to use for appropriate filtering using this dashboard.

 

A. ConnectWise On-Premise

To create the filter for ConnectWise On-Premise, you'll want to select the following fields:

  • *Ticket Stats Lite / company_name
  • *Assigned Resources Lite / company_name

When typing in the value here, make sure to use the company's name, but please do so to match their name exactly as filters are case sensitive.

B. ConnectWise Cloud

To create the filter for ConnectWise Cloud, you'll want to select the following fields:

  • Ticket Stats Lite / company_name
  • Assigned Resources Lite / company_name

When typing in the value here, make sure to use the company's name, but please note that it is case sensitive.

C. AutoTask

To create the filter for AutoTask, you'll want to select the following fields:

  • *Ticket Stats Lite / Client

When typing in the value here, make sure to use the company's name, but please note that it is case sensitive.

D. TigerPaw

To create the filter for TigerPaw, you'll want to select the following fields:

  • Ticket Statistics / Account_name

When typing in the value here, make sure to use the company's name, but please note that it is case sensitive.

E. ZenDesk

To create the filter for ZenDesk, you'll want to select the following fields:

  • Ticket Statistics / Organization

When typing in the value here, make sure to use the company's name, but please note that it is case sensitive.

 

 

2. Cloning the Dashboard

 Step 1 - Click on the "More" button with a gear icon on the top right of the dashboard and select "Clone Dashboard".

Step 2 - A modal will now popup asking you to name the new dashboard.  Name the dashboard using the name of the company that you'll assign this dashboard to.

Step 3 - The dashboard will be cloned and immediately the gauges drawer will appear. You can close this drawer and proceed to the next step.

 

3. Applying the Filter

Step 1 - Click on "Filters" on the top right.

Step 2 - Click on the name of the filter of which you set in part 1, in our case it says Client.

Step 3 - This will popup the same modal from part 1 and now you will go in and type the appropriate filter.  Please refer back to the sections above that are appropriate for your datasource to know how to search for your company.

Step 4 - Once the search term has been saved (the value will appear in a grey box as seen in the screenshot below) you can then save your changes by clicking the blue Save Changes box to the bottom right

Step 5 - Once the changes have been saved, you can now enable the filter by clicking on the "Filters" button on the top right again and toggling the switch to the right of the filter so that it turns green.

Step 6 - Once the filter has turned on, all affected gauges with have a green corner to the top right signifying that the gauges are now filtered.


 

4. Creating a Viewer

To view a dashboard, a BrightGauge login is required.  The standard users are people coming in and creating dashboards, gauges, and reports, but there is a price for each of those.  If the person that is designated for this dashboard is not yet a user and will not be coming into BrightGauge to edit or create information, then you can create them as a viewer.  Follow the steps below to create them as a viewer.  If the person is already a user or viewer then skip to part 5.  Please note that Client Recipients that are associated in client mappings for reports are not viewers.

Step 1 - Select the green arrow (or your picture if you've created a Gravatar) next to your name on the top righthand corner of the window and then select "Users" from the dropdown menu.

 

Step 2 - Once on the "Users" page, select "Viewers" from the menu on left hand side of the page.

Step 3 - Once on the "Viewers" page, you will see a list of all current "Viewer" users for your account.  Select the blue "Invite Viewer" button towards the top right of the screen.

Step 4 - Once on the "Invite A Viewer" page, please fill out the corresponding text boxes with the users First Name, Last Name, and Email Address, along with a desired message to be included in the invitation email to the user.  Once all fields have been completed correctly, select the blue "Send Invitation" button towards the bottom of the page.

Step 5 - The user will now receive an email invitation with a username, temporary password and sign-in domain.  Upon first signing in, the user will be prompted to create his/her own password.

Step 6 - Once the "Viewer" has been created, he/she will be able to receive sent reports and view shared dashboards.

 

5. Assigning the Dashboard

You're finally ready to share the dashboard, please follow these steps:

Step 1 - Click on the "More" button with a gear icon on the top right of the dashboard and select "Dashboard Users."

Step 2 - A modal will appear in the center of the screen with a list of all users currently on the account. Scroll though the list (or use the search bar at the to of the modal) to find the desired user(s). (1) Use the check boxes to select the desired users to share the dashboard. (2) Once all selected users have been selected, click on the blue "Apply" button on the bottom center of the modal.

 

Step 3 - Once a dashboard is shared with a user, it will then appear in the users Dashboard menu when the log in to their account.

 

Success!

You've now created your first client dashboard.  If you want to create multiples, simply repeat the process starting at Part 2 - Cloning a Dashboard.

 

If you have any questions or ever need assistance with anything, drop us a line by emailing support@brightgauge.com or by clicking the Submit a Request link at the top of the forums.

 

 

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