Dashboards

Dashboard is a tool in Corezoid for collecting and visualizing statistics and reports related to processes and State Diagrams. Dashboards present data in the form of charts, allowing users to gain insights from the data visually.

A chart uses data from nodes of built processes and State Diagrams. Tasks in nodes (counters) are the source of data (metrics) of the chart.

Creating a dashboard

Here's how you can create and customize a dashboard in Corezoid:

• Click on the Create button;
• Select Dashboard from the options;
• Enter a name and a description (optional) for the dashboard.

Once the dashboard is created, it will contain an empty chart that is ready for editing.

Save your changes by clicking the Save button.

Click Add chart to add a new chart to the dashboard.

Chart settings

Chart metrics

To add data to the chart, click on the "+" (Add Metrics) in the Metrics settings:

This will open a window where you can select the data source for the chart:

Folders - displays a list of folders with processes;

Processes - displays processes located in the selected folder;

Process nodes - displays nodes of the selected process. Clicking the + button adds the node to the chart;

Added metrics - lists the nodes added to the dashboard.

After you've added the needed metrics, close the metrics selection window to view your customized chart:

Click the Save button to apply changes.

You can change the order of metrics in the list using drag and drop in Metrics settings:

Chart Type

You can customize the chart type based on the type of data and the purpose of the chart.

Available types:

• Bar chart;
• Pie chart;
• Funnel chart;
• Table.

Chart Size

Adjust the size of the chart by moving the cursor to its left or right corner and setting the desired size:

Range

You can set a range of data to be displayed on a dashboard. This range will be applied to all existing charts in the dashboard.

Pay attention that the Real-Time mode works correctly only for final nodes (End: Success, End: Error) and Waiting for callback, Delay and Set state nodes (in a State Diagram).
This is because tasks in node types Waiting for callback, Delay, Set state are delayed for the time specified in the process, while in End: Success and End: Error nodes tasks are accumulated.
Nodes of other types don’t accumulate tasks. If you select Real-Time mode, the chart data will be empty.

Adding a link to the linked chart

If your data has a hierarchical structure, that is, it contains nestings, then they can be appropriately detailed. Use a link to the chart from another dashboard to display metric details.

Click on “🔗” (Add chart link) in Metrics settings to do this.

This will open the window for selecting a linked chart. Select a dashboard and a chart in it.

Clicking the link opens the selected chart in a new tab.

Access management

You can share a dashboard in two ways:

1. When editing the dashboard, click the Share button in the upper right corner of the screen:

The Sharing settings window will open. In the window, you can view the list of current users and their access rights as well as add a new one.

If a user has been already added to your list, you can search for this user by first three symbols of the user name or email. Select a user, check his/her access rights and click the Send invitation button.

If the user hasn’t been added to your list yet, enter the user's e-mail, check the user's access rights and click the Send invitation button.

The invited guest will receive an e-mail notification of being invited to a dashboard.

Until the user confirms the invitation the user's email will be displayed with an envelope symbol in the sharing window.

2. In the Workspace tab, when browsing a folder that contains the dashboard, click Share objects:

This will open the Sharing settings window, in which you can view the list of current users with their access rights, and you can add new users as described in pragraph 1.

Dashboard export

You can download a dashboard as well as other Corezoid objects as a json file.

To perform the export, select a folder containing a dashboard and related processes and click Download.

Click to file in the window with a successful download notification to save the file to your hard disk.

Dashboard import

You can create a dashboard from json file. To do this, json file needs to contain a folder with a dashboard and related processes/charts.
Click Create -> From file and select the needed file in json format in the explorer.

This will create a folder which you can find in the list of your processes - folder "My files".