Using the Default Dashboards and Filters

The default dashboards contain several predefined widgets, which interpret and display the data provided by your data collectors and software connectors. You can access the default dashboards from the Dashboards tab after you start gathering data.
Reference: For a video presentation of the default dashboards and filters, go to Ricoh How-to Videos.
To use the default dashboards and filters:
  1. Click Dashboards tab, the Dashboards tab.
  2. In the Dashboards list, select the Capacity Planning (Impressions), Job Insights, Printer Utilization, or RICOH ProcessDirector dashboard.
    Dashboards tab - Default dashboards
    Capacity Planning (Impressions) dashboard

    Provides information for capacity planning and load balancing by tracking the annual, monthly, and daily volume, the printer performance, and the peak production days and hours based on the number of printed impressions.

    For more information, see Capacity Planning (Impressions) Dashboard.

    Job Insights dashboard

    Displays job information, including the number of jobs printed, the number of pages printed, the average job size, and the average job duration. It also provides information about printer errors and error duration to help you find the jobs that caused the most errors.

    For more information, see Job Insights Dashboard.

    Printer Utilization dashboard

    Helps you understand how individual printers are utilized based on printer up time, down time, and idle time, the number of printed impressions per hour, the number of printed impressions relative to up time, and printer error durations and error types.

    For more information, see Printer Utilization Dashboard.

    RICOH ProcessDirector dashboard

    Displays information collected from RICOH ProcessDirector.

    For more information, see RICOH ProcessDirector Default Dashboard.

  3. To interact with the widgets from the default dashboards:
    • To display additional details, hover over the data in the widgets.
    • To select data in a widget and filter the dashboard according to the selected data, click an item in the widget.

      In chart widgets, you can drag the cursor to draw the area that you want to select, then release the mouse button and click Select in the menu.

      For more information, see Making Selections in a Widget.

    • To drill down into data and get an in-depth view of a selected value, right-click an item in the widget and select a drilling option.

      For more information, see Drilling down in a Widget.

    • To analyze trends in widget data, click Analyze It button, the Analyze It button, select Trend, and enable the Show Trend option.

      This function is only available for area charts, bar charts, column charts, line charts, and polar charts.

      For more information, see Analyzing Trends in Widget Data.

    • To download widget data, click Options button, the Options button, in the corner of the widget, then select Download and a file format.

      For more information, see Downloading Widget Data.

  4. To filter the data in the dashboard using the default filters:
    • To display or hide the Filters panel, click Toggle filters button, the Toggle filters button, on the dashboard heading.
    • To edit a filter, use one of these methods:
      • Click Edit Filter button, the Edit Filter button, next to the filter name to open the Edit Filter dialog box and modify the filter settings.
      • Expand the filter and select or clear the check box next to the values that you want to include or exclude.
    • To enable or disable a filter, turn the switch next to the filter on or off.

      Click the switch to turn it on and off. The switch is on when the circle is positioned to the right and the background is green. The switch is off when the circle is to the left and the background is gray.

    • To save the current state of the filters and their settings, click Options button, the Options button, at the top of the Filters panel and select Set as My Default Filters.

      To restore the saved filters, click Restore my default filters button, the Restore my default filters button.

    For more information on using filters, see Working with Filters. For more information on the filters defined for each default dashboard, see Capacity Planning (Impressions) Dashboard, Job Insights Dashboard, Printer Utilization Dashboard or RICOH ProcessDirector Default Dashboard.
  5. To download the dashboard data as a PDF file or a PNG image, click Options button, the Options button, on the dashboard heading, then select Download and a file format.
  6. To customize the default dashboards:
    • To change the color palette, click Change dashboard color palette button, the Change dashboard color palette button, on the dashboard heading and select one of the available color palettes.

      For more information, see Changing the Dashboard Color Palette.

    • To move a widget to a different position, click the widget heading and hold the mouse button, then drag the widget to the new location.

      If you drag a widget on top of another widget, the available space is split between the two widgets.

    • To resize a widget, drag its edges right, left, up, or down.
    • To resize the widgets inside a row so they occupy an equal amount of space, click Options button, the Options button, in the corner of a widget and select Distribute widgets evenly in this row.
    • To remove a widget from the dashboard, click Options button, the Options button, in the corner of the widget and select Delete.

    All the changes are applied to a local copy of the default dashboards and do not affect the original versions.

  7. To duplicate a default dashboard and use it as a starting point for a new dashboard, click Options button, the Options button, on the dashboard heading and select Duplicate.
    For more information, see Duplicating Dashboards.
If you modified a default dashboard, such as changing the color palette or editing the filter settings, you can revert to the original version of the dashboard at any time. Click Options button, the Options button, on the dashboard heading and select Restore Dashboard. All the local changes to the dashboard are overridden.