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Dashboards bring charts and summary cards together in one place. Company users see the dashboards and data available to their role. MSP staff can see broader views and configure dashboards when they have the permissions.

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Before you start

  • Dashboards appears in the main navigation for roles with Dashboards read access. It also needs an active ConnectWise, Halo, Syncro or Autotask integration.
  • Widgets depend on module permissions, connected integrations and data for the selected company. Access to Dashboards alone does not make every widget or record available.
  • Company users cannot change dashboards or permissions. Ask your MSP.

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Find your dashboards

1

Open Dashboards

Click Dashboards in the main navigation. If a default or first dashboard is available, it opens automatically.
2

Switch dashboards

Use the narrow icon rail on the left of the page. Hover over an icon to see the dashboard name. Icons below the divider are external dashboards.
If no dashboard is available to you, the page shows No Dashboards Available. Ask your MSP to share one with your role.

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Dashboard types

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Summary cards

A dashboard can show ticket summary cards above its charts. Click a card to see the tickets behind it. Cards keep their own time windows. The date menu in the page header does not change them.

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What do you want to do?

Read a dashboard

Choose dates, adjust widget width and understand missing data.

Inspect dashboard tickets

Open the tickets behind a card or chart.

Export to PDF

Download a multi-page snapshot.

Open an external dashboard

View a linked service and fix embedding or sign-in problems.

Understand exclusions

See why a submitter, type or recurring ticket is missing from a chart.

Understand access

Ask your MSP to resolve missing modules or permissions.

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For MSP staff

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Troubleshooting

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Frequently asked questions

No. Start with Read and filter a dashboard. Ask your MSP for configuration or permission changes.
No. System and custom dashboards can hold widgets from many modules, including risk. Ticket summary cards appear only when the dashboard is set up with them.
No. They change only your current view. Permanent layout changes use the dashboard editor.
Use the dashboard editor for layout and Settings > Dashboards for sharing, roles, external dashboards and exclusions.