> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Provides an overview of key IT Management metrics, activities, and operational data. Customize dashboard views to monitor performance, trends, and activities relevant to organizational goals.

## Create a Dashboard

<Steps>
  <Step title="Navigate to Dashboard">
    <Frame>
      <img src="https://mintcdn.com/bizbone/O9JmyLbaIonl17vu/images/IM-D-Nav.png?fit=max&auto=format&n=O9JmyLbaIonl17vu&q=85&s=6c1f01254e4a048c9ff30d8a7bd05d38" alt="IM D Nav" width="1350" height="604" data-path="images/IM-D-Nav.png" />
    </Frame>

    <Info>
      Use the Caret to open and close the left navigation menu
    </Info>
  </Step>

  <Step title="Open dashboard dropdown list">
    <Frame>
      <img src="https://mintcdn.com/bizbone/O9JmyLbaIonl17vu/images/IM-D-Dropdown.png?fit=max&auto=format&n=O9JmyLbaIonl17vu&q=85&s=70f6d71feffae55c923aaabe87d94ebe" alt="IM D Dropdown" width="1350" height="604" data-path="images/IM-D-Dropdown.png" />
    </Frame>
  </Step>

  <Step title="Select New Dashboard">
    <Frame>
      <img src="https://mintcdn.com/bizbone/O9JmyLbaIonl17vu/images/IM-D-New.png?fit=max&auto=format&n=O9JmyLbaIonl17vu&q=85&s=b634cf36fdb175343f46bb26d447d58b" alt="IM D New" width="1350" height="604" data-path="images/IM-D-New.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information">
    <Frame>
      <img src="https://mintcdn.com/bizbone/O9JmyLbaIonl17vu/images/IM-D-New-C.png?fit=max&auto=format&n=O9JmyLbaIonl17vu&q=85&s=f005f91bd57ed4565562249cf61c2240" alt="IM D New C" width="1350" height="980" data-path="images/IM-D-New-C.png" />
    </Frame>

    Select **Save** to complete or **Cancel** to exit without saving changes. 
  </Step>
</Steps>

### Dashboard Actions

<Frame>
  <img src="https://mintcdn.com/bizbone/O9JmyLbaIonl17vu/images/IM-D-Actions.png?fit=max&auto=format&n=O9JmyLbaIonl17vu&q=85&s=9234b064dc6c592ad36e32089fba50df" alt="IM D Actions" width="1350" height="598" data-path="images/IM-D-Actions.png" />
</Frame>

* **Refresh icon**: Refresh the information of the dashboard
* **Export icon**: Export the data 
* **Duplicate icon**: Duplicate the dashboard 

## Create a Chart

<Steps>
  <Step title="Select Add Chart">
    <Frame>
      <img src="https://mintcdn.com/bizbone/O9JmyLbaIonl17vu/images/IM-D-AChart.png?fit=max&auto=format&n=O9JmyLbaIonl17vu&q=85&s=61cbc704517618d130defb349029efd5" alt="IM D A Chart" width="1350" height="598" data-path="images/IM-D-AChart.png" />
    </Frame>
  </Step>

  <Step title="Select the desired chart">
    <Frame>
      <img src="https://mintcdn.com/bizbone/O9JmyLbaIonl17vu/images/IM-D-SChart.png?fit=max&auto=format&n=O9JmyLbaIonl17vu&q=85&s=073ee72673b116fb1dacd6bfb34613b4" alt="IM D S Chart" width="1350" height="598" data-path="images/IM-D-SChart.png" />
    </Frame>
  </Step>

  <Step title="Fill the required information ">
    <Frame>
      <img src="https://mintcdn.com/bizbone/O9JmyLbaIonl17vu/images/IM-D-CChart.png?fit=max&auto=format&n=O9JmyLbaIonl17vu&q=85&s=8af28b9c675867c20add7bf820403883" alt="IM D C Chart" width="1350" height="1260" data-path="images/IM-D-CChart.png" />
    </Frame>

    Select  **Save** to complete the chart or  **Cancel** to exit without saving. 
  </Step>
</Steps>

### Chart Functions

Select a chart to interact with its functions using the following icons.

#### Refresh

<Frame>
  <img src="https://mintcdn.com/bizbone/O9JmyLbaIonl17vu/images/IM-RChart.png?fit=max&auto=format&n=O9JmyLbaIonl17vu&q=85&s=8005f24390d7027426a400bc54556095" alt="IM R Chart" width="1350" height="598" data-path="images/IM-RChart.png" />
</Frame>

Select the **Refresh** icon to update the dashboard with the latest data.

#### Filter

<Frame>
  <img src="https://mintcdn.com/bizbone/O9JmyLbaIonl17vu/images/IM-D-FChart.png?fit=max&auto=format&n=O9JmyLbaIonl17vu&q=85&s=e929066a72653eaf00fbcb2d44babed2" alt="IM D F Chart" width="1350" height="598" data-path="images/IM-D-FChart.png" />
</Frame>

Use the **Filter** icon to filter chart data by category. Select a category to apply or remove it.

#### Additional Functions

<Frame>
  <img src="https://mintcdn.com/bizbone/O9JmyLbaIonl17vu/images/IM-D-AFChart.png?fit=max&auto=format&n=O9JmyLbaIonl17vu&q=85&s=85dc492945cce15ab32052f0b9f026ae" alt="IM D AF Chart" width="1350" height="598" data-path="images/IM-D-AFChart.png" />
</Frame>

Select the dotted icon to view additional functions.

* **Edit Chart:** Modify chart settings, data, or display options.
* **View Detail:** View the underlying data used to generate the chart.
* **Export CSV:** Export the chart data as a CSV file.
* **Copy to Clipboard:** Copy an image of the chart to the clipboard.
* **Delete**: Remove the selected chart from the dashboard

## View Alerts

View system-generated alerts and notifications related to module activities, requests, approvals, and pending actions.

<Frame>
  <img src="https://mintcdn.com/bizbone/O9JmyLbaIonl17vu/images/IM-D-Alerts.png?fit=max&auto=format&n=O9JmyLbaIonl17vu&q=85&s=760a62f8a2e768e10644263e604a9bbc" alt="IM D Alerts" width="1350" height="598" data-path="images/IM-D-Alerts.png" />
</Frame>

Alerts can be accessed from the dashboard **Alerts** section or the **Notifications** icon in the application header.