Settings

The Settings menu provides the ability to manage your My ReadyWorks Dashboard and Predefined Dashboards.

Available operations:

• Refresh the data on all charts and widgets on your dashboard
• Show and hide your dashboard charts
• Reset your dashboard to the default view
• Navigate to the Charts & Dashboards page to create charts and dashboards
• Filter the data on your dashboard charts
• Rename the My ReadyWorks Dashboard

Refresh Page

From the My ReadyWorks Dashboard or a Predefined Dashboard, you can refresh the data on all charts and widgets. To refresh:

1. Click the Refresh button to refresh the data on the dashboard
   

Show/Hide Charts

From the My ReadyWorks Dashboard, you can show and hide dashboard charts. To show or hide:

1. From the Settings menu, select Show/Hide Charts to bring up the Charts dialog
   
2. Select or unselect charts by checking or unchecking the checkbox next to the Chart Name field
   
3. Click the Show My Charts button to view only your selected charts in the dialog
   
4. Click the Show All Charts button to return to viewing all charts in the dialog
5. Click the Save button to save your charts. You will be redirected back to the My ReadyWorks Dashboard.

Reset Dashboard

From the My ReadyWorks Dashboard or a Predefined Dashboard, you can reset your dashboard to the default view. To reset:

1. From the Settings menu, select Reset Dashboard to reset your dashboard to the default view
   
2. Click the Reset button to confirm the reset operation. Click the Cancel button to cancel the operation.
   

Charts & Dashboards

From the My ReadyWorks Dashboard or a Predefined Dashboard, you can navigate to the charts and dashboards settings on the Charts & Dashboards page. To navigate:

1. From the Settings menu, select Charts & Dashboards to navigate to the Charts & Dashboards page
   
   1. The Charts & Dashboards menu option is only available to users in the Administrator security group

Filter Dashboard

From the My ReadyWorks Dashboard or a Predefined Dashboard, you can filter the data on charts. To filter:

1. From the Settings menu, select Filter Dashboard to bring up the Filter Dashboard dialog
   
   1. The filter function is only visible to users in the Administrator security group
2. Use the Select Filter Source drop down to select the filter source and the click the Add Filter button
   NOTE: Filter sources are limited to the data sources of the charts on the dashboard.
   
3. Define the filter criteria for the selected filter source
   
   1. Use the Data Column to select the data column to filter on
   2. Use the Filter drop down to select the values to filter on
   3. Click the Add Filter button to add additional filter criteria for the selected filter source
   4. Click the Delete button to delete a filter (row)
4. Add additional filter sources and filter criteria
5. Use the Exclude Charts drop down to exclude charts from the applied filter
6. Click the Reset Filters button to reset the filter
7. Click the Apply button to apply the filter. You will be redirected back to the dashboard. Click the Close button to cancel the operation.
8. The icon is displayed on charts with a filter applied
   
9. Hover over the icon to view the filter applied. Click the icon to bring up the Filter Dashboard dialog.