Cases Dashboards empowers you to gain key insights into case management metrics, helping you to optimize processes, prioritize tasks effectively, and plan strategically. Regularly reviewing the available dashboards allows you to transform data into actionable insights, ensuring your HyperSOC operates efficiently through informed decision-making.
Browsing Dashboards
Navigate to Cases Dashboards:
Go to Monitor > Cases Dashboards to access the dashboards available for your workspace.
Cases Dashboards are in workspaces with case management and is accessible to users with roles that include the
dashboard.readscope.If you cannot access the Cases Dashboards page, it may indicate that no dashboards are currently configured for your workspace.
Explore dashboards:
Use the available dashboards to review key metrics and track case management performance.
The view button at the bottom right of a widget allows you to switch between a horizontal and vertical view of the legend. The setting is applied locally and does not impact other users who have access to the dashboard.
Apply filters:
Use the filters at the top of the page, similar to those on the Cases page, to focus on specific cases and ensure the widgets display the most relevant information.
Filters applied to individual widgets will override page-level filters.
The filter override icon next to the widget title indicates that the widget’s time range overrides the dashboard’s time range.
Investigate data segments:
To investigate specific data segments in your widgets, hover over the segment and click Show cases. This opens a filtered view in the Cases page that shows only the cases that make up the segment.
For table charts, click a case ID to view a single case or click Cases found at the top of the table to view all cases.
View metrics across workspaces:
Toggle the All Workspaces switch at the top of the page to view metrics across all your workspaces.
Dashboard controls and options
These options are available at the top of the dashboard:
All Workspaces view: Use the toggle in the top-left corner to choose between analyzing cases in the current workspace or across all your workspaces.
Filters: Use the filters to narrow down the cases evaluated across all dashboard widgets. Filters specified within individual widgets override the dashboard filters.
The dashboard's default time-range filters will show cases Created during the Past 14 days. You can select other activities or time ranges.
Created: Shows cases created during the time range.
Closed: Shows cases closed during the time range.
Open within: Shows cases that were in an open state at any point during the time range.
To change the time range, select a predefined option (relative or previous period) or click Select from calendar to choose custom times and dates.
Relative: A relative time range represents a rolling period calculated backward from the present day. For example, selecting Past 14 days displays data from 14 days ago up to today. Year to date refers to January 1st of the calendar year up to the present day.
Previous period: Previous week, month, and quarter reflect period-based ranges, irrespective of the current date. For example, Previous week refers to Mon–Sun of the last week.
Custom: A fixed range selected from the calendar.
The values are determined by the end date of the selected time range.
Setup:
Dashboard details: View and edit the dashboard's name and description, and view details about the creator and creation date.
Duplicate dashboard: Create a copy of the current dashboard to use as a starting point for modifications.
Delete dashboard: Permanently remove the dashboard.
View settings:
Enable TV mode for a streamlined widget-focused view for larger displays that auto-refreshes data.
Enable Data segment values to display the values of each data segment in a widget. The data segments will be visible when exporting the dashboard as a PDF.
Widgets: Hide specific widgets from the dashboard, with the option to unhide them later.
Download as PDF: Save the entire dashboard in PDF format for easy sharing or offline use.
Update: Click the Update icon to refresh the data.