Managing dashboards
FollowIn Altamira HRM the home page displays dashboards that show information and statistics about the recruiting activity.
To change the dash board that is displayed click on the Dashboards link and select the dashboard from the list. The platform provides you with several system dashboards and you can copy these dashboard views to make custom changes for your specific requirements.
Customizing dashboards
Dashboards can be managed directly from the homepage without having to go to Setup\Forms & Views by using the Dashboards link. To create a new dashboard view from scratch:
- Click on Altamira logo to display the homepage
- Click on New link available at top context menu
- Specify the name of new dashboard
- Check the Public field to make the new view available to all the users who have access to the platform
- Click on Save button
- Edit the view using the View Designer
- Click on Save button
The platform provides you with several system dashboards and you can copy these dashboard views as a starting point to make changes for your specific requirements.
To edit an existing dashboard:
- Click on Altamira Logo to display the homepage
- Click on Dashboards > Manage dashboards option available at top menu. The list of all dashboard views is displayed
- Click on the edit icon of the dashboard that you want to edit. Please note that you cannot edit a system dashboard directly: you must copy it first and then edit the copy
- Edit the dashboard using the View Designer
- Click on Save button
To see the view that you are designing:
Click on View Designer > Display view. The new view is displayed
Copying dashboards
To copy the dashboard view:
- Click on Altamira Logo to display the homepage
- Click on Dashboards > Manage dashboards option in top menu
- The list of all dashboard views is displayed
- Click on Copy link corresponding to the dashboard view that you want to copy
- Specify the name of new dashboard view
- Click on Copy button
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