templates/CRM/Contact/Page/Dashboard.hlp

   1 {*
   2  +--------------------------------------------------------------------+
   3  | Copyright CiviCRM LLC. All rights reserved.                        |
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   5  | This work is published under the GNU AGPLv3 license with some      |
   6  | permitted exceptions and without any warranty. For full license    |
   7  | and copyright information, see https://civicrm.org/licensing       |
   8  +--------------------------------------------------------------------+
   9 *}
  10 {htxt id="id-dash_welcome-title"}
  11   {ts}Dashboard{/ts}
  12 {/htxt}
  13 {htxt id="id-dash_welcome"}
  14 <p>
  15   {ts}To include a dashlet report click "Configure Dashboard" and drag the desired dashlet from the "Available Dashlets" block to one of the columns (use the right column for a better fit).{/ts}
  16 </p>
  17 <p>
  18   {ts}To add reports to your dashboard:{/ts}
  19   <ul>
  20     <li>{ts}Navigate to a report instance and verify the report filters and display type (Tabular, Bar or Pie Chart). OR create a new report instance from the Reports menu » Create Reports from Templates.{/ts}</li>
  21     <li>{ts}Expand the 'Report Settings' section, and click 'Include Report on Dashboard'.{/ts}</li>
  22     <li>{ts}Click 'Update Report'.{/ts}</li>
  23     <li>{ts}Repeat for each report you want to include on your dashboard.{/ts}</li>
  24     <li>{ts}Navigate back to the 'Home' dashboard and click 'Configure Dashboard' again.{/ts}</li>
  25     <li>{ts}You can now drag the reports onto the right or left columns and click 'Done' to save your layout.{/ts}</li>
  26   </ul>
  27 </p>
  28 {/htxt}
  29
  30 {htxt id="id-dash_configure-title"}
  31   {ts}Configuration{/ts}
  32 {/htxt}
  33 {htxt id="id-dash_configure"}
  34 <p>
  35   {ts}To include a dashlet report drag it from the "Available Dashlets" block to one of the two columns (use the right column for a better fit).{/ts}
  36 </p>
  37 <p>
  38   {ts}To add reports to your dashboard:{/ts}
  39   <ul>
  40     <li>{ts}Navigate to a report instance and verify the report filters and display type (Tabular, Bar or Pie Chart). OR create a new report instance from the Reports menu &raquo; Create Reports from Templates.{/ts}</li>
  41     <li>{ts}Expand the 'Report Settings' section, and click 'Include Report on Dashboard'.{/ts}</li>
  42     <li>{ts}Click 'Update Report'.{/ts}</li>
  43     <li>{ts}Repeat for each report your want to include on your dashboard.{/ts}</li>
  44     <li>{ts}Navigate back to the 'Home' dashboard and click 'Configure Dashboard' again.{/ts}</li>
  45     <li>{ts}You can now drag the reports onto the right or left columns and click 'Done' to save your layout.{/ts}</li>
  46   </ul>
  47 </p>
  48 {if $params.admin}
  49   <p>
  50     {ts}If you want to remove dashlets from the set of 'Available Dashlets' you can click the 'x' in the right corner of any dashlet. This will also remove the dashlet from any users' dashboards that currently include it. You can make a dashlet available again by checking the 'Available for Dashboard' box in the Report Settings of the associated report instance.{/ts}
  51   </p>
  52 {/if}
  53 {/htxt}