Using Snap-ins

Snap-ins are added to tabs on your global or application Dashboard. Snap-ins are supported on PC computers and the iPad.

The Dashboard contains two fixed columns for snap-ins. The left column is 1/3 the width of the page and the right column is 2/3 the width of the page.
When snap-ins are added, they are added to the bottom of the left column. You can then re-position them and order them as desired.

Snap-ins can be:

Customized. Depending on what the snap-in is intending to show, you can change properties, select multiple properties, select a date or range of dates or values, etc. Changes you make to a snap-in can be saved and then will persist during the same session. After logging out, default settings apply. Some settings on some snap-ins do persist from session to session, for example resizing a snap-in or selecting a date range.
Dragged to either the left or the right columns of the Dashboard, as well as re-ordered. Click in the snap-in’s header and drag-and-release the snap-in in the new column or new position within a column. You can decide which order you would like them to display in.
Collapsed by clicking on the snap-in’s title bar
Deleted from the Dashboard. Drag the snap-in to the section at the top of the page labeled "Drop here to remove." This area only appears while you are dragging a snap-in.
Added to one or more Dashboard tabs. From each global or application tab where you want the snap-in to appear, click Add Snap-in, select a snap-in, and click OK.
Refreshed manually by using the Recalc Dashboard process, although snap-ins refresh automatically when the Begin of Day process is run unless the global policy Run dashboard recalculate during Begin of Day processing is turned off. Refer to the Fields Listfor details on how the policy works.

How to Use Snap-ins

To organize your snap-ins, you can create up to seven tabs. Click on the plus sign ( + ) next to an existing tab, type a name for the tab into the field that appears, and press Enter.
To add snap-ins to a tab, at the Dashboard, click the Add Snap-in link at the upper right of the screen, select one or more snap-ins from the pop-up that appears, and click OK. In the pop-up, from the global Dashboard all available snap-ins will display; from each application’s Dashboard, only snap-ins available for that application will display, based on user permissions.
To add more than one snap-in at a time, hold down the CTRL key while left-clicking the snap-in names to select them, and then click OK to add them.
To see more than one property’s data in the snap-in, click the Use Selected Properties box and Use Selected Properties becomes a link. Click the link and select properties from the pop-up, and then click Save. This functionality is available on snap-ins with the Use Selected Properties check box only.

Note

Selected Properties is a global setting. When you use Selected Properties, your selection applies to all snap-ins, not just to the specific snap-in for which you clicked the Use Selected Properties check box.

Snap-ins may contain graphical depictions of data. If values are not shown, rest the cursor over the bars or sections on graphs or charts and values will appear.
If the Dashboard is longer than the browser height, a scroll bar appears for your browser. This scrolls the full Dashboard rather than the contents of a single page.