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Open Dashboards to review the charts and summary cards available to you. This guide is for Company users and MSP staff who read dashboard data.

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Before you start

  • You need Dashboards read access. Your MSP controls which dashboards each role can open.
  • Dashboard access does not give access to every module behind a widget.
  • Company users cannot change dashboard settings. Ask your MSP.

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Open a dashboard

1

Open Dashboards

Click Dashboards in the main navigation. A default or first available dashboard opens automatically.
2

Switch dashboards

Use the icon rail on the left of the page. Hover over an icon to see the dashboard name. The outlined icon is the dashboard you have open, not necessarily the default.
3

Check the title

Read the page title and description before comparing numbers. System dashboards include Ticketing Dashboard and Risk Dashboard.

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Choose the company

1

Open the company selector

Use the company selector at the top of the portal.
2

Pick a company or group

Choose one company, Assigned Companies, or Global View if your role allows it. Company users see only their own company.
3

Wait for the charts to load

A single company can show fewer widgets and records than Global View.
An empty chart means no records match the company and dates. It does not mean all work is done. Check the dates on the chart and your access before you conclude anything.

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Change the dates

1

Open the date menu

Select the date button in the page header. It shows the current choice, for example Widget Defaults.
2

Choose a preset

Pick one of the presets in the table below. The check mark shows the active choice and Default marks the dashboard’s saved default.
3

Check each chart

Read the dates printed on each chart. A widget can have its own date setting.
Dashboard date menu with Widget Defaults, weekly and monthly presets, and All Time The menu has no custom start and end date picker. Current-state widgets may not use dates at all. Summary cards keep their own windows and ignore this menu. Some users also see Save as dashboard default at the bottom of the menu. It saves the current choice as the date range the dashboard opens with, for everyone who uses it. Shared and system dashboards need Dashboard settings write access. A personal dashboard needs you to be its owner with write access to Dashboards.

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Change the widget width

1

Find the width button

It sits beside the date menu and shows ½, ⅓ or ¼.
2

Click it to cycle

Each click changes the layout to two, three or four columns.
Export PDF, half-width widget control, and Widget Defaults in the dashboard reader The date and width controls change only your current view. Permanent layout changes use the dashboard editor.

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Read shortened labels

Hover over a shortened dashboard title, label, or note to read its full text. This also works in chart axes, the widget picker, and ticket or device drilldowns. Labels that fit stay quiet. Use Tab to focus clipped text or its row, and Escape to dismiss the tooltip.
Synthetic desktop dashboard with a tooltip showing the full company name

Desktop preview: the full company name appears below its clipped row.

Synthetic phone-width dashboard with a full company name tooltip

Phone-width preview: the tooltip stays within the viewport.

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Troubleshooting

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Frequently asked questions

No. It marks the dashboard you have open. The default is shown in the date menu and in Settings > Dashboards.
The portal opens the default dashboard, then the first available one. It can also remember the last dashboard you used. A saved link opens another dashboard if the first is no longer available.
Cards appear only on dashboards set up with them. Risk and other dashboards use different widgets.
No. Date-aware charts follow it unless a widget has its own date setting. Current-state widgets and summary cards keep their own periods.
No. It starts on the first day of the month three months ago and ends now. Check the dates printed on the chart.
No. The date, company and width controls change only what you see.
No. Ask your MSP for a dashboard shared with Company users. A direct link does not grant access.
No. Ask your MSP to change user permissions or dashboard access.