Dashboard Customization

The Dashboard is the first thing you and your users see whenever you log into the system. It provides overall information about the current state of your requirements, issues, tests and test sets. You can choose what information is displayed as part of your dashboard, and even organize it under different dashboard-tabs.

Clicking the dashboard graphs allows you to “zoom-in” and see the relevant data. For example, if you have a pie chart of issues by status, clicking on the “Open” portion will take you to the list of issues in status “Open”.

dashboard tabs

Adding New Tabs

You can organize your information in tabs; for example, display the information for issues under one tab, and the information for requirements under a different one.
You can create unlimited number of public and private (that will only be visible to you) tabs. Each tab can hold up to eight different dashboard items.
To add tabs, click on the “New Dashboard Tab” link at the bottom of the page.
Click on a tab’s name to add items, edit existing items or change their order of appearance.

Dashboard

Adding new dashboard items

For each module, information can be displayed in several different ways: two kinds of charts – Pie Charts and Bar Charts, and two kinds of tables – a distribution table, and a table for latest items. For Issues you can also create a progress graph, in addition to the other available items.
Add items by clicking the “add dashboard item” link under the relevant tab (click here to learn more about dashboard items).
You can use your custom filters to choose which information to display (click here to learn more about custom filters).

dashboard edit

Please click here to read more information about the Dashboard items creation and customization.

Reordering

You can reorder the dashboard themselves, or the dashboard items within each dashboard. Here’s how to do it:
dashboard reorder

Cloning

Often, our users want to re-use their dashboard tabs within PractiTest projects. For example, you start testing a new product version and you don’t want to create a new dashboard tab from the scratch, you just want to re-use the old one with making small changes in it. In such cases you can simply clone your dashboard tab using the cloning functionality. Here’s how to do it:
Dashboard cloning
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