Viewer

iDashboards has four types of user roles: Viewer, Builder, Data Admin, and Admin. Viewer is the most basic type of user role iDashboards has, but it is also the most common, as not everyone needs the ability to build and manage dashboards. Most users just want to log on to get the information they need, if that is all you want to do then viewer is perfect. The Viewer interface is a view-only interface, regardless of your user role within iDashboards. While charts and dashboards cannot be created or edited, dashboards with charts can be viewed and will be fully interactive. Those with the Viewer user role do not experience the Lobby, as these users will automatically log into the viewer interface.

Please Note: If you are a Builder, Data Admin or Admin, this information is still very useful to you, as you have access to all of these settings and more.

Logging In

Go to iDashboards in your chosen web browser: http://<server:port>/idashboards

Selecting Categories and Dashboards

On the left you see Category and on the right Dashboards, this is your home screen, these are all of the categories and dashboards you will have access to.  Some of you may see Recent, Favorites, and only one other category or you may see Recent, Favorites and several other categories like shown in the example above. If you do not see a dashboard or category you are expecting then please contact and Admin user within your company to request access.

Opening a Dashboard

You can click on a dashboard and then it opens. Take a look around, click on the charts, labels, words, etc. Some will interact with each other and some will take you to a new chart or dashboard.

Menu Buttons Within the Dashboard

There are four (4) menu buttons within the viewer dashboard.  The X (close) button  on the far top right, menu or hamburger button (three horizontal lines) in the top left corner of the dashboard, next to that hamburger button to the right there is a folder (open) button, and finally the multiple boxes is the (switch) button.

Close

The X  (close) button on the far top right closes the dashboard and brings you back to your home screen or dashboard menu.

Menu (Hamburger)

The hamburger button (three horizontal lines, same as justified paragraph icon) in the top left corner of the dashboard opens a Settings menu with several options. 

• Refresh Dashboard
• Add as Favorite
• Enter Dashboard Parameters
• Export All Chart Data
  • Please follow the instructions here: Exporting Dashboard and Chart Data as a Viewer
• View Dashboards as Report
  • Please follow the instructions here: Viewing Dashboard or Chart as a Report
• Share Dashboard
• Set as Startup Dashboard
• Alerts
• About
• Help
• User Settings
• Log Out.

Open

Next to that hamburger button to the right there is a folder (open) button which  brings you back to your home screen or menu of dashboards so you can choose which dashboard to open next.

Switch

Finally, you can see the multiple boxes (switch) button opens a pop up menu to allow you to easily switch between multiple dashboards you've opened since signing on.

Guided Walkthrough

For a guided walk through of the Viewer experience please see: Using iDashboards as a Viewer

Section 508 Compliance

For Information on 508 Compliance Please see the Text User Manual

For More Viewer Articles:

• Viewer/Guest User Articles
• Viewer: Clearing Your Cache
• Viewing Dashboard or Chart as a Report
• Viewer: Exporting Dashboard and Chart Data
• Viewer: Adding a Shortcut for Mobile Devices