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Overview

The overview is the home page of OmbuDesk.

The image shows the start page of OmbuDesk, also called Overview, in which key figures are visualized. The tab is outlined in red in the upper navigation bar.

What is the purpose of the overview?​

The overview visualizes the data from OmbuDesk. Here you can see important key figures of your dispute resolution office at a glance and identify trends in your data.

How does the overview work?​

The overview is directly linked to the filter search. The results of a saved search are visualized here. This enables you to customize what is shown in the overview and keep track of any key performance indicators you prefer.

You can look up how the filter search works here: Search

How do you visualize your own key figures, relevant statistics and key performance indicators?​

Follow these steps to create new cards in the overview:

  1. Press the green pencil symbol on the top right edge, which shows the tooltip "Edit Dashboard" when your mouse hovers over it.

Shows the icon for editing dashboard - green pencil - with the tooltip: "Edit dashboard"

  1. Select the most left option at the top corner "Custom chart" and drag the card onto a free space in the dashboard.

The image shows the "Create custom chart" option in the report dashboard to enable new graphics.

  1. Choose a Chart type, a saved search and assign a Card name.

new_diagramm_conf.png

What options do you have to customize the layout of the overview according to preferences?​

You can ...

... adjust the size of each card in the overview.

... adjust the position of each card in the overview.

Use drag and drop as well as reseizing on the edges to achieve a layout that you like.

The following images illustrate your customization options:

The image shows changing the position of a graphic in the report dashboard.

The image shows changing the size of a graphic in the report dashboard.

What other actions can you take in the overview?​

For each card you can ...

  1. ... open the print view.

The image shows the print icon and the print preview if the user clicks on it.

  1. ... call up the linked search.

The image shows the magnifying glass on a graphic, which leads to the linked filter search.

Does the overview change for all users if I adjust something?​

No, every user has an individual overview. Changes are only saved for the respective user. On request, it's possible to configure a standard dashboard for all users that's always visible and provide an extra private dashboard for every user.