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Iristrace Helpdesk
  • First steps
  • Checklists
  • Templates
  • Workflows
  • Users
  • Departments
  • Reports
  • Notifications
  • Data download
  • Dashboard
  • Recommendations for use
  • Integrations & BI
  • Glossary
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First steps

  • Add Additional Company Contact Fields
  • Accessing Iristrace’s web/desktop platform
  • Accessing Iristrace on mobile
  • Customizing Iristrace with your corporate image or logo
  • Customize your Iristrace environment
  • Changing the language of your account in Iristrace
  • Iristrace Menu Interface
  • Creating and answering a checklist in the web version of Iristrace

Checklists

  • How to View Checklists in the Kanban View
  • Creating and answering a checklist in the web version of Iristrace
  • How to answer a checklist from the Iristrace mobile app
  • How to create and answer a checklist from the web version of Iristrace
  • What additional options are available to the user when answering a checklist?
  • How to answer a checklist without connectivity (offline mode)
  • How to browse checklists in web version
  • How to filter the list of checklists in the web version
  • How to create an action plan in a checklist
  • How to set up a dynamic title per checklist
  • How to mass import checklists into Iristrace
  • How to manage incidents recorded in Iristrace
  • How to download an Excel file of incidents
  • Create and download checklist reports
  • How to assign a checklist to a user
  • How to change the department of a checklists

Templates

  • How to configure the visibility of a category of questions in a checklist based on its status
  • Archive Templates
  • How to create templates in Iristrace
  • What types of questions can be configured
  • What additional options can be configured in questions Excerpt
  • How to create default responses and reuse response structures
  • How to configure default responses
  • How to create statuses and status groups
  • How to create templates for action plans
  • How to examine the metadata in your templates
  • What are the additional functionalities of the templates?
  • How to customize a template
  • How to set basic scoring in templates
  • How to set up conditional questions
  • How to set up an advanced scorecard
  • How to Create a Random Question Template
  • How to set score thresholds for multiple choice questions

Workflows

  • How to create a Workflow to send notifications by email
  • How to create a Workflow to create checklists

Users

  • Checklist Access Control: Restrict Checklist Visibility by User and Template
  • “View Users” Permission
  • How to create a user
  • Managing Custom Permissions
  • How to mass customize user permissions

Departments

  • How to create a department
  • What are departments in Iristrace
  • How to create subdivisions
  • How to assign users to departments
  • How to customize the title “Departments”.

Reports

  • Exporting a report in Word format
  • How to customize PDF reports

Notifications

  • Creating a Notification Based on an Automatic Event
  • How to Generate a Notification According to a Time Periodicity
  • How to set up an automatic instant message (notifications)
  • How to download the requested reports

Data download

  • How to download an Excel file of incidents

Dashboard

  • How to create a dashboard

Recommendations for use

  • How to solve the most common web application stability issues
  • How to solve the most common problems with Iristrace access
  • How to resolve text mismatches in the calendar

Integrations & BI

  • Intermediate Database Iristrace
  • Data model
  • Connecting MariaDB with Microsoft Power BI
  • Conectar MariaDB con JDBC
  • ODBC data source
  • Connecting MariaDB with Google Looker Studio
  • Direct connection to MySQL Workbench
  • Connecting MariaDB to SAP Datasphere
  • Connection between MariaDB and Tableau
  • Connecting from Azure Synapse via local connection
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  • Iristrace Help Desk
  • Dashboard
  • How to create a dashboard

How to create a dashboard

Design and create dashboards that give you an overview of the activities recorded in Iristrace.

The Iristrace dashboard is a tool that allows us to provide a graphical representation of much of the data collected through Iristrace.

1. Go to the “Dashboard” tab and create a new dashboard. #

In this section we can create as many Panels as we want, in case we don’t have any panel created we can add one indicating the name and pressing the button ‘Add Panel’.

2. Select the chart type #

Once the dashboard is created you can select what type of graph you want to add to your dashboard. You can select between tables, bar graphs, multibars, linear, pie.

Once the module has been selected, the configuration option will appear and you will be able to select on which data you want the module to show you information. Then click on the module configuration button.

3. Determine the data you want to represent #

When you click on Configure module the following window will appear in which in 4 steps you will be able to determine which aspects will be part of the module and which data will be analysed in the module.

3.1. Template #

On which Template to select the data. It can be a specific template, all or some of them through the “OR” option:

3.2. Filters #

Specific filters in relation to departments, users, labels… created in Iristrace:

3.3. Data source #

The third step is to select the source of the data; here you will determine what you want to measure.

First, it will ask what you want to measure and by clicking on the question twelve options will appear to select the one you want.

It should be noted that some options will only be available for specific charts such as checklist or answers will only be available for table models or by performing a filter.

Next you must select which Iristrace data you want to select.

Finally select the attribute of the selected data type, you can see a preview of the result.

3.4. Format #

The last step of the configuration is to customize the graphic by selecting the color to represent according to the type of graphic chosen. We can also switch between different types of graphics.

Click the finish button to end the module.

We can also use the range of dates to know what has happened in past months or on the contrary to know in real time what is happening in our business.

Download data in Excel format #

On the other hand, if we want to continue investigating and getting the most out of the data collected by Iristrace, we can download the Dashboard data in Excel.

Copy Dashboard tabs #

Once you have your dashboard created, you can copy the tabs you need in the dashboards of other users (only available for administrator users).

To copy one or more tabs, select them from ‘Copy dashboards’ and click ‘Copy’, a new window will open with the list of users so you can choose them.

cuadro de mandos, dashboard
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Updated on November 7, 2022

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Table of Contents
  • 1. Go to the "Dashboard" tab and create a new dashboard.
  • 2. Select the chart type
  • 3. Determine the data you want to represent
    • 3.1. Template
    • 3.2. Filters
    • 3.3. Data source
    • 3.4. Format
  • Download data in Excel format
  • Copy Dashboard tabs
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