Types of dashboards in Clocktimizer
There are three types of dashboards in Clocktimizer:
This guide explains how to create a role-based dashboard: users with a specific role will see this dashboard unless they have created a personal dashboard. Please note you need Admin rights in order to create a role-based dashboard.
Step 1: Navigate to the "Admin" section in the left menu, click "Roles" in the "Accounts" box.
Step 2: Choose the role you want to edit the dashboard for and click "Edit role dashboard".
Step 3: Adjust the dashboard as you normally would: see this guide for the instructions.
Step 4: Be sure to click Save before navigating away.
Step 5: Your role-based dashboard is now ready and all users with the specified role will see this when they log-in.
Create a dynamic role-based dashboard
Role-based dashboards can also be set up to reflect relevant information for the timekeeper that is logged in to Clocktimizer.
Step1: Link your own account and others by navigating to the "Admin" section in the left menu, click "Search" in the "Accounts" box.
Step 3: You can now create dynamic reports in Drilldown. Be sure to filter on the linked employee in dynamic reports:
Step 4: Now you can follow the above steps (in the role-based dashboard guide) to set up the dashboard with your new dynamic report.
Please note personalized dashboards take precedence over the role-based dashboards, so you may need to remove those for all users to see the dashboard you've created.