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Customizing a dashboard

3 Tasks

30 mins

Visible to all users
Beginner Pega Platform 8.8 User Experience Reporting Theme Cosmos English

Scenario

Stakeholders have seen growth in the use of the Assistance request application. They want to confirm that, even though cases are increasing, they are still being resolved quickly. The stakeholders have asked to see the number and status of Assistance request cases that have been added over the last 30 days on the User portal's Dashboard landing page. 

Note: Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

The following table provides the credentials you need to complete the challenge.

Role User name Password
Application Developer [email protected] pega123!
Note: The challenge walkthrough video is coming soon.

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Add a Report widget to the User portal dashboard

  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter [email protected].
    2. In the Password field, enter pega123!.
  2. In the header of App Studio, click Preview.
    The Preview button in the App Studio header.
  3. In the navigation pane of the application, click Dashboard to open the User portal dashboard.
    Application navigation pane
  4. In the upper right, click the Gear icon to personalize the dashboard.
  5. On the right, in the Edit dashboard pane, under Slot 1, click Add widget(s) to display the Add widgets to slot window.
    Edit dashboard pane
  6. In the Add widgets to slot window, in the Reporting section, click Report widget, and then click Add selected.
  7. In Slot 1, to the left of the Report widget, click the selection handle and drag the widget to the top position in Slot 1.

2 Add the Average duration per flow task report to the User portal dashboard

  1. In the Slot 1 widget list, click Report widget to display the widget configuration section.
  2. In the Category list, select Reports related to Assistance request reports.
  3. In the Report list, select Number and status of requests submitted in the past 30 days.
  4. In the Width field, confirm that the setting is 100%.
  5. In the Height field, confirm that the setting is 100%.
    Set up for an Assistance request report in the Report widget editor.
  6. Click Save to complete the widget configuration.

3 Switch the dashboard template

  1. Under Current template, click Switch template to display the Select a template window.
    The Switch template control
  2. In the Select a template window, click Full width.
  3. Confirm that all dashboard widgets are listed under Slot 1.
    All dashboard widgets now reflected under Slot 1.
  4. At the top of the configuration pane, click Publish >Publish to default to finish personalizing the dashboard.
     
    Note: If you click Publish, rather than Publish > Publish to default, your changes are only visible to the [email protected] operator, and not to the [email protected] and [email protected] users.

Confirm your work

  1. Create several Assistance Request cases, advancing cases to a variety of stages and steps to generate data for the report.
  2. If necessary, in the navigation pane, click Dashboard to return to the User portal dashboard.
  3. In the upper-right corner of the Dashboard, click the Refresh icon to update the Dashboard widgets.
  4. Confirm that the Number and status of requests submitted in the last 30 days report displays data.
    The Number and status of Assistance requests submitted in the last 30 days.
    Note: The report results displayed on your system may vary from the preceding example.

This Challenge is to practice what you learned in the following Module:


Available in the following missions:

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