Customizing Dashboards and Reports

Introduction

The Analytics module in the HP Workforce Experience Platform (WXP) allows you to customize dashboards and reports to meet your specific business needs. It offers predefined dashboards with curated insights, presented as widgets. You can customize the layout of the dashboard by adding or removing widgets. Similarly, you can customize reports within each dashboard to focus on key metrics.

This article provides a step-by-step guide to:

• Customize Predefined Dashboard
• Create New Dashboards
• Customizing predefined reports

Customizing Predefined Dashboards

1. Log in to WXP. The Home page is displayed.
2. From the left menu of WXP, click Analytics. The Dashboard page is displayed.
3. Select a predefined dashboard to view its contents. The dashboard is displayed with its charts and tables.
4. Click the three-dot menu in the top right corner (next to Export).
5. Select Duplicate Dashboard to create a copy. A copy of the original dashboard is displayed in edit mode.
6. Rename the dashboard and select the tick mark to apply the changes.
7. To add widgets:
   1. Click the three dots in the top right corner and select Edit. All available widgets are displayed across various categories, such as Applications, BIOS, DEX Score, Drivers, Network, OS Performance, PC, PC Hardware, Printer, Security, Sentiment, Sustainability, System Health, and Windows 11.
   2. Select the required widgets. The selected widgets appear with a tick mark.
   3. Click Save. A popup is displayed - "The widget is updated successfully."
8. To remove existing widgets:
   1. Click the three dots in the top right corner of the widget. Two options are displayed: Export as PNG and Remove.
   2. Click Remove. A popup message is displayed - "The widget is removed successfully."
9. To remove a customized dashboard:
   1. Click the three-dot menu in the top right corner (next to Export).
   2. Click Delete Dashboard. A confirmation message is displayed: "Are you sure you want to delete this dashboard? This action is permanent and cannot be undone."
   3. Click Delete. A popup message is displayed - "Dashboard deleted successfully."

The customized dashboard is displayed in the Dashboards section.

Creating New Dashboards

To create a custom dashboard from scratch:

1. From the left menu of WXP, click Analytics. The Dashboard page is displayed, showing existing dashboards and the option to create a new one.
2. Click New Dashboard. All available widgets are displayed across various categories, such as Applications, BIOS, DEX Score, Drivers, Network, OS Performance, PC, PC Hardware, Printer, Security, Sentiment, Sustainability, System Health, and Windows 11.
3. Select the required widgets to include in the dashboard. The selected widgets appear with a tick mark.
4. Click Create. A popup message is displayed - "A new dashboard is created successfully"
5. Rename the dashboard. Select the tick mark to apply the changes.

A new dashboard is generated with the selected widgets.

Customizing a Predefined Report

1. From the left menu of WXP, click Analytics. The Reports section appears below the Dashboards.
2. View predefined reports. You can sort them by name, creator, or date.
3. Click on a report. The details page of the selected report is displayed.
4. Click the three-dot menu in the top right corner of the report. Two options are displayed - About and Duplicate.
5. Select Duplicate to create a copy. A popup message is displayed - "Report duplicated successfully."
6. Rename the report to save your changes. Select the tick mark to apply the changes.
7. (Optional) Apply filters to modify the dataset.

The customized report will appear in the Reports section.

Related Resources

For additional information, refer to the following articles:

• Overview of Analytics
• Overview of Custom Dashboard
• Understandiing Digital Experience Score

Contact Us

For any assistance, create a support case or email [email protected].