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KACE Systems Management Appliance 15.0 - Administration Guide

About the KACE Systems Management Appliance Getting started
Configuring the appliance
Requirements and specifications Power-on the appliance and log in to the Administrator Console Access the Command Line Console Tracking configuration changes Configuring System-level and Admin-level General Settings Configure appliance date and time settings Managing user notifications Enable Two-Factor Authentication for all users Verifying port settings, NTP service, and website access Configuring network and security settings Configuring session timeout settings Configuring locale settings Configuring the default theme Configure data sharing preferences About DIACAP compliance requirements Enable API Access for the appliance Disable API Access for the appliance Configuring Mobile Device Access Enable fast switching for organizations and linked appliances Linking Quest KACE appliances Configuring history settings Configuring Content Security Policy
Setting up and using labels to manage groups of items Configuring user accounts, LDAP authentication, and SSO Deploying the KACE Agent to managed devices Using Replication Shares Managing credentials Configuring assets
About the Asset Management component Using the Asset Management Dashboard About managing assets Adding and customizing Asset Types and maintaining asset information Managing Software assets Managing physical and logical assets Maintaining and using manual asset information Managing locations Managing contracts Managing licenses Managing purchase records
Setting up License Compliance Managing License Compliance Setting up Service Desk Configure the Cache Lifetime for Service Desk widgets Creating and managing organizations Importing and exporting appliance resources
Managing inventory
Using the Inventory Dashboard Work with Inventory Dashboard Using Device Discovery Managing device inventory
About managing devices Features available for each device management method About inventory information Tracking changes to inventory settings Managing inventory information Finding and managing devices Registering KACE Agent with the appliance Provisioning the KACE Agent Manually deploying the KACE Agent Using Agentless management Adding devices manually in the Administrator Console or by using the API Forcing inventory updates About Remote Control Managing MIA devices Obtaining Dell warranty information
Managing applications on the Software page Managing Software Catalog inventory
About the Software Catalog Viewing Software Catalog information Adding applications to the Software Catalog Managing License assets for Software Catalog applications Associate Managed Installations with Cataloged Software Using software metering Using Application Control Update or reinstall the Software Catalog
Managing process, startup program, and service inventory Writing custom inventory rules
Deploying packages to managed devices
Distributing software and using Wake-on-LAN Broadcasting alerts to managed devices Running scripts on managed devices Using Task Chains
Patching devices and maintaining security
Using the Security Dashboard About patch management Subscribing to and downloading patches Creating and managing patch schedules Managing patch inventory Managing Windows Feature Updates Managing Dell devices and updates Managing Linux package upgrades Manage quarantined file attachments
Using reports and scheduling notifications Monitoring devices
Getting started with monitoring Working with monitoring profiles Managing monitoring for devices Working with alerts
Using the Service Desk
Configuring Service Desk Using the Service Desk Dashboard Managing Service Desk tickets, processes, and reports
Overview of Service Desk ticket lifecycle Creating tickets from the Administrator Console and User Console Creating and managing tickets by email Viewing tickets and managing comments, work, and attachments Merging tickets Using the ticket escalation process Using Service Desk processes Using Ticket Rules Run Service Desk reports Archiving, restoring, and deleting tickets Managing ticket deletion
Managing Service Desk ticket queues About User Downloads and Knowledge Base articles Customizing Service Desk ticket settings Configuring SMTP email servers
Maintenance and troubleshooting
Maintaining the appliance Troubleshooting the appliance
Appendixes Glossary About us Legal notices

Work with Dashboard Settings

Work with Dashboard Settings

Switching Dashboard
Setting Home Dashboard
Adding a New Dashboard
Adding a Widget
Emailing Home Dashboard
Refreshing Home Dashboard Data Manually

When you click the icon, the dashboard settings panel displays. You get to see the following options:

Dashboard Name

Description

Switch Dashboard

You can switch to different dashboards. For more information, refer to Switching Dashboard.

Dashboard Settings

You can customize the look and feel of the widgets. For more information, refer to Setting Home Dashboard

Add New Dashboard

You can add a new dashboard. For more information, refer to Adding a New Dashboard

Add Widget

You can add widgets to the dashboard. For more information, refer to Adding a Widget

Email Dashboard

You can share a dashboard snapshot through email. For more information, refer to Emailing Home Dashboard

Force Refresh

You can refresh all the widget data on the dashboard. For more information, refer to Refreshing Home Dashboard Data Manually

Switching Dashboard

You can seamlessly navigate between multiple dashboards within the application interface. This is especially useful in environments where dashboards are tailored for different roles, tasks, or organizational contexts. By switching dashboards, you can improve focus and efficiency by quickly accessing the most relevant set of widgets and data visualizations needed for your specific responsibilities.

To switch a dashboard,

1.
Click the icon to open the Switch Dashboard panel.
2.
You can view the Sort By and Search fields. There is a list of dashboards that you have created.
3.
You can perform any of the following action:
◦
In the Sort By field, select the desired dashboard from the drop-down list, and then click the selection.
◦
In the Search field, enter a keyword to refine the list and then click the selection.
◦
From the displayed dashboard names list, select the desired dashboard, and then click the selection.
The selected dashboard opens.
Setting Home Dashboard

You can customize the look and feel of the widgets and the dashboards.

You can change the color used in the dashboard charts, edit the name dashboard name and its description, change the display of the widgets.

To customize a dashboard,

1.
Click the icon to open the Switch Dashboard panel.
2.
Make changes to the fields as required:

Fields

Description

Name

Add/Edit name for the dashboard. This is displayed on the dashboard.

Description

Add/Edit description of the dashboard. This describes the dashboard.

Choose Your Colors

Click on the color selector to choose your dashboard chart colors. Drag and drop the colors to arrange them in the desired order. The colors at the top of the list will be used by each chart first.

Layout

Chose one of the layout options. The widgets and other elements are displayed in the selected layout.

Make Default

Optional. Select the option if you want to make the dashboard as a default one.

* 
NOTE: This field is available only for the Home Dashboard.
3.
Click Save.
The changes gets reflected on the dashboard.
* 
NOTE: Follow the steps 1 to 3 to add/edit settings for the Inventory dashboard, Asset Management dashboard, Security dashboard, and Service Desk dashboard.
Adding a New Dashboard

You can create different dashboards for various purpose.

•
To get tailored insights - You can visualize data relevant to specific roles or tasks.
•
For real-time monitoring - You can track system health, compliance, and activity instantly.
•
For better decision-making - You can identify trends and issues through charts and graphs.
•
To view role-based view - You can customize dashboards for different teams and permissions.
•
For improved efficiency - You can access key information at a glance, thus, saving time.
•
For automated reporting - You can schedule dashboards to be emailed to stakeholders.
•
For audit readiness - You can track performance and compliance metrics for reviews.

Add a new Dashboard

To add a new dashboard,

1.
Click the icon to open the dashboard settings panel.
2.
Click the Add New Dashboard to open the Add New Dashboard dialog.
3.
Enter details in the Name and Description fields.
4.
Click Save.
Adding a Widget

You can add widgets to the Home Dashboard. There is a list of widgets in the Add Widgets panel. You can enter a keyword in the Search text box to refine the list, then click on your selection.

You can search for the desired widget in the following ways:

To add widgets to the dashboard,

1.
Click the icon and then click Add Widget to open the Add Widget panel.
2.
Search for the desired widget in the following ways:
◦
In the Filter By drop-down, select the widget by category.
◦
In the Sort By drop-down, select the widget by title or newest.
◦
In the Search field, enter a keyword to refine the list.
The refined result displays.
3.
Click the desired widget.
The widget gets added to the dashboard.
Emailing Home Dashboard

You can share a snapshot of dashboard through email, send it to multiple users, and configure the frequency of email.

To email a dashboard,

1.
Click the icon to open the dashboard settings panel.
2.
Click the Email Dashboard option to open the Email Dashboard panel.
3.
Select appropriate option from the given options:
a.
Send Now: You can send an email immediately.
b.
Schedule: You can set the frequency of sending a snapshot of dashboard through email.

The detailed steps for each option are given below:

Send email now

To send email immediately,

1.
Click Send Now to open the Email Dashboard dialog.
2.
Enter details in the Email Address, Subject, and Message fields.
3.
Choose the layout in which you want the widgets to appear.
4.
Click Send.

The dashboard is sent through email.

Schedule

To set the frequency of sending a snapshot of dashboard through email,

1.
Click Schedule to open the Schedule dialog.
2.
Enter details in the Subject and Message fields.
3.
Choose the layout in which you want the widgets to appear.
4.
To add recipients, select the names from the Select user to add drop down list.
* 
NOTE: You can add multiple recipients from the list.
5.
Select the frequency from the drop down list.
6.
In the Next Run field that appears after you select the Frequency, set the date, month, and time for the next email delivery.
7.
Click Save. The dashboard is sent through email according to the set schedule.
Refreshing Home Dashboard Data Manually

You can refresh the widgets data to show the latest results on the dashboard.

To update the widgets,

1.
Click the icon to open the dashboard settings panel.
2.
Click Force Refresh to open the Confirm dialog box.
3.
Click Yes to confirm refresh all widget data on the dashboard.

Switching Dashboard

Work with Dashboard Settings

Switching Dashboard
Setting Home Dashboard
Adding a New Dashboard
Adding a Widget
Emailing Home Dashboard
Refreshing Home Dashboard Data Manually

When you click the icon, the dashboard settings panel displays. You get to see the following options:

Dashboard Name

Description

Switch Dashboard

You can switch to different dashboards. For more information, refer to Switching Dashboard.

Dashboard Settings

You can customize the look and feel of the widgets. For more information, refer to Setting Home Dashboard

Add New Dashboard

You can add a new dashboard. For more information, refer to Adding a New Dashboard

Add Widget

You can add widgets to the dashboard. For more information, refer to Adding a Widget

Email Dashboard

You can share a dashboard snapshot through email. For more information, refer to Emailing Home Dashboard

Force Refresh

You can refresh all the widget data on the dashboard. For more information, refer to Refreshing Home Dashboard Data Manually

Switching Dashboard

You can seamlessly navigate between multiple dashboards within the application interface. This is especially useful in environments where dashboards are tailored for different roles, tasks, or organizational contexts. By switching dashboards, you can improve focus and efficiency by quickly accessing the most relevant set of widgets and data visualizations needed for your specific responsibilities.

To switch a dashboard,

1.
Click the icon to open the Switch Dashboard panel.
2.
You can view the Sort By and Search fields. There is a list of dashboards that you have created.
3.
You can perform any of the following action:
◦
In the Sort By field, select the desired dashboard from the drop-down list, and then click the selection.
◦
In the Search field, enter a keyword to refine the list and then click the selection.
◦
From the displayed dashboard names list, select the desired dashboard, and then click the selection.
The selected dashboard opens.
Setting Home Dashboard

You can customize the look and feel of the widgets and the dashboards.

You can change the color used in the dashboard charts, edit the name dashboard name and its description, change the display of the widgets.

To customize a dashboard,

1.
Click the icon to open the Switch Dashboard panel.
2.
Make changes to the fields as required:

Fields

Description

Name

Add/Edit name for the dashboard. This is displayed on the dashboard.

Description

Add/Edit description of the dashboard. This describes the dashboard.

Choose Your Colors

Click on the color selector to choose your dashboard chart colors. Drag and drop the colors to arrange them in the desired order. The colors at the top of the list will be used by each chart first.

Layout

Chose one of the layout options. The widgets and other elements are displayed in the selected layout.

Make Default

Optional. Select the option if you want to make the dashboard as a default one.

* 
NOTE: This field is available only for the Home Dashboard.
3.
Click Save.
The changes gets reflected on the dashboard.
* 
NOTE: Follow the steps 1 to 3 to add/edit settings for the Inventory dashboard, Asset Management dashboard, Security dashboard, and Service Desk dashboard.
Adding a New Dashboard

You can create different dashboards for various purpose.

•
To get tailored insights - You can visualize data relevant to specific roles or tasks.
•
For real-time monitoring - You can track system health, compliance, and activity instantly.
•
For better decision-making - You can identify trends and issues through charts and graphs.
•
To view role-based view - You can customize dashboards for different teams and permissions.
•
For improved efficiency - You can access key information at a glance, thus, saving time.
•
For automated reporting - You can schedule dashboards to be emailed to stakeholders.
•
For audit readiness - You can track performance and compliance metrics for reviews.

Add a new Dashboard

To add a new dashboard,

1.
Click the icon to open the dashboard settings panel.
2.
Click the Add New Dashboard to open the Add New Dashboard dialog.
3.
Enter details in the Name and Description fields.
4.
Click Save.
Adding a Widget

You can add widgets to the Home Dashboard. There is a list of widgets in the Add Widgets panel. You can enter a keyword in the Search text box to refine the list, then click on your selection.

You can search for the desired widget in the following ways:

To add widgets to the dashboard,

1.
Click the icon and then click Add Widget to open the Add Widget panel.
2.
Search for the desired widget in the following ways:
◦
In the Filter By drop-down, select the widget by category.
◦
In the Sort By drop-down, select the widget by title or newest.
◦
In the Search field, enter a keyword to refine the list.
The refined result displays.
3.
Click the desired widget.
The widget gets added to the dashboard.
Emailing Home Dashboard

You can share a snapshot of dashboard through email, send it to multiple users, and configure the frequency of email.

To email a dashboard,

1.
Click the icon to open the dashboard settings panel.
2.
Click the Email Dashboard option to open the Email Dashboard panel.
3.
Select appropriate option from the given options:
a.
Send Now: You can send an email immediately.
b.
Schedule: You can set the frequency of sending a snapshot of dashboard through email.

The detailed steps for each option are given below:

Send email now

To send email immediately,

1.
Click Send Now to open the Email Dashboard dialog.
2.
Enter details in the Email Address, Subject, and Message fields.
3.
Choose the layout in which you want the widgets to appear.
4.
Click Send.

The dashboard is sent through email.

Schedule

To set the frequency of sending a snapshot of dashboard through email,

1.
Click Schedule to open the Schedule dialog.
2.
Enter details in the Subject and Message fields.
3.
Choose the layout in which you want the widgets to appear.
4.
To add recipients, select the names from the Select user to add drop down list.
* 
NOTE: You can add multiple recipients from the list.
5.
Select the frequency from the drop down list.
6.
In the Next Run field that appears after you select the Frequency, set the date, month, and time for the next email delivery.
7.
Click Save. The dashboard is sent through email according to the set schedule.
Refreshing Home Dashboard Data Manually

You can refresh the widgets data to show the latest results on the dashboard.

To update the widgets,

1.
Click the icon to open the dashboard settings panel.
2.
Click Force Refresh to open the Confirm dialog box.
3.
Click Yes to confirm refresh all widget data on the dashboard.

Setting Home Dashboard

Work with Dashboard Settings

Switching Dashboard
Setting Home Dashboard
Adding a New Dashboard
Adding a Widget
Emailing Home Dashboard
Refreshing Home Dashboard Data Manually

When you click the icon, the dashboard settings panel displays. You get to see the following options:

Dashboard Name

Description

Switch Dashboard

You can switch to different dashboards. For more information, refer to Switching Dashboard.

Dashboard Settings

You can customize the look and feel of the widgets. For more information, refer to Setting Home Dashboard

Add New Dashboard

You can add a new dashboard. For more information, refer to Adding a New Dashboard

Add Widget

You can add widgets to the dashboard. For more information, refer to Adding a Widget

Email Dashboard

You can share a dashboard snapshot through email. For more information, refer to Emailing Home Dashboard

Force Refresh

You can refresh all the widget data on the dashboard. For more information, refer to Refreshing Home Dashboard Data Manually

Switching Dashboard

You can seamlessly navigate between multiple dashboards within the application interface. This is especially useful in environments where dashboards are tailored for different roles, tasks, or organizational contexts. By switching dashboards, you can improve focus and efficiency by quickly accessing the most relevant set of widgets and data visualizations needed for your specific responsibilities.

To switch a dashboard,

1.
Click the icon to open the Switch Dashboard panel.
2.
You can view the Sort By and Search fields. There is a list of dashboards that you have created.
3.
You can perform any of the following action:
◦
In the Sort By field, select the desired dashboard from the drop-down list, and then click the selection.
◦
In the Search field, enter a keyword to refine the list and then click the selection.
◦
From the displayed dashboard names list, select the desired dashboard, and then click the selection.
The selected dashboard opens.
Setting Home Dashboard

You can customize the look and feel of the widgets and the dashboards.

You can change the color used in the dashboard charts, edit the name dashboard name and its description, change the display of the widgets.

To customize a dashboard,

1.
Click the icon to open the Switch Dashboard panel.
2.
Make changes to the fields as required:

Fields

Description

Name

Add/Edit name for the dashboard. This is displayed on the dashboard.

Description

Add/Edit description of the dashboard. This describes the dashboard.

Choose Your Colors

Click on the color selector to choose your dashboard chart colors. Drag and drop the colors to arrange them in the desired order. The colors at the top of the list will be used by each chart first.

Layout

Chose one of the layout options. The widgets and other elements are displayed in the selected layout.

Make Default

Optional. Select the option if you want to make the dashboard as a default one.

* 
NOTE: This field is available only for the Home Dashboard.
3.
Click Save.
The changes gets reflected on the dashboard.
* 
NOTE: Follow the steps 1 to 3 to add/edit settings for the Inventory dashboard, Asset Management dashboard, Security dashboard, and Service Desk dashboard.
Adding a New Dashboard

You can create different dashboards for various purpose.

•
To get tailored insights - You can visualize data relevant to specific roles or tasks.
•
For real-time monitoring - You can track system health, compliance, and activity instantly.
•
For better decision-making - You can identify trends and issues through charts and graphs.
•
To view role-based view - You can customize dashboards for different teams and permissions.
•
For improved efficiency - You can access key information at a glance, thus, saving time.
•
For automated reporting - You can schedule dashboards to be emailed to stakeholders.
•
For audit readiness - You can track performance and compliance metrics for reviews.

Add a new Dashboard

To add a new dashboard,

1.
Click the icon to open the dashboard settings panel.
2.
Click the Add New Dashboard to open the Add New Dashboard dialog.
3.
Enter details in the Name and Description fields.
4.
Click Save.
Adding a Widget

You can add widgets to the Home Dashboard. There is a list of widgets in the Add Widgets panel. You can enter a keyword in the Search text box to refine the list, then click on your selection.

You can search for the desired widget in the following ways:

To add widgets to the dashboard,

1.
Click the icon and then click Add Widget to open the Add Widget panel.
2.
Search for the desired widget in the following ways:
◦
In the Filter By drop-down, select the widget by category.
◦
In the Sort By drop-down, select the widget by title or newest.
◦
In the Search field, enter a keyword to refine the list.
The refined result displays.
3.
Click the desired widget.
The widget gets added to the dashboard.
Emailing Home Dashboard

You can share a snapshot of dashboard through email, send it to multiple users, and configure the frequency of email.

To email a dashboard,

1.
Click the icon to open the dashboard settings panel.
2.
Click the Email Dashboard option to open the Email Dashboard panel.
3.
Select appropriate option from the given options:
a.
Send Now: You can send an email immediately.
b.
Schedule: You can set the frequency of sending a snapshot of dashboard through email.

The detailed steps for each option are given below:

Send email now

To send email immediately,

1.
Click Send Now to open the Email Dashboard dialog.
2.
Enter details in the Email Address, Subject, and Message fields.
3.
Choose the layout in which you want the widgets to appear.
4.
Click Send.

The dashboard is sent through email.

Schedule

To set the frequency of sending a snapshot of dashboard through email,

1.
Click Schedule to open the Schedule dialog.
2.
Enter details in the Subject and Message fields.
3.
Choose the layout in which you want the widgets to appear.
4.
To add recipients, select the names from the Select user to add drop down list.
* 
NOTE: You can add multiple recipients from the list.
5.
Select the frequency from the drop down list.
6.
In the Next Run field that appears after you select the Frequency, set the date, month, and time for the next email delivery.
7.
Click Save. The dashboard is sent through email according to the set schedule.
Refreshing Home Dashboard Data Manually

You can refresh the widgets data to show the latest results on the dashboard.

To update the widgets,

1.
Click the icon to open the dashboard settings panel.
2.
Click Force Refresh to open the Confirm dialog box.
3.
Click Yes to confirm refresh all widget data on the dashboard.

Adding a New Dashboard

Work with Dashboard Settings

Switching Dashboard
Setting Home Dashboard
Adding a New Dashboard
Adding a Widget
Emailing Home Dashboard
Refreshing Home Dashboard Data Manually

When you click the icon, the dashboard settings panel displays. You get to see the following options:

Dashboard Name

Description

Switch Dashboard

You can switch to different dashboards. For more information, refer to Switching Dashboard.

Dashboard Settings

You can customize the look and feel of the widgets. For more information, refer to Setting Home Dashboard

Add New Dashboard

You can add a new dashboard. For more information, refer to Adding a New Dashboard

Add Widget

You can add widgets to the dashboard. For more information, refer to Adding a Widget

Email Dashboard

You can share a dashboard snapshot through email. For more information, refer to Emailing Home Dashboard

Force Refresh

You can refresh all the widget data on the dashboard. For more information, refer to Refreshing Home Dashboard Data Manually

Switching Dashboard

You can seamlessly navigate between multiple dashboards within the application interface. This is especially useful in environments where dashboards are tailored for different roles, tasks, or organizational contexts. By switching dashboards, you can improve focus and efficiency by quickly accessing the most relevant set of widgets and data visualizations needed for your specific responsibilities.

To switch a dashboard,

1.
Click the icon to open the Switch Dashboard panel.
2.
You can view the Sort By and Search fields. There is a list of dashboards that you have created.
3.
You can perform any of the following action:
◦
In the Sort By field, select the desired dashboard from the drop-down list, and then click the selection.
◦
In the Search field, enter a keyword to refine the list and then click the selection.
◦
From the displayed dashboard names list, select the desired dashboard, and then click the selection.
The selected dashboard opens.
Setting Home Dashboard

You can customize the look and feel of the widgets and the dashboards.

You can change the color used in the dashboard charts, edit the name dashboard name and its description, change the display of the widgets.

To customize a dashboard,

1.
Click the icon to open the Switch Dashboard panel.
2.
Make changes to the fields as required:

Fields

Description

Name

Add/Edit name for the dashboard. This is displayed on the dashboard.

Description

Add/Edit description of the dashboard. This describes the dashboard.

Choose Your Colors

Click on the color selector to choose your dashboard chart colors. Drag and drop the colors to arrange them in the desired order. The colors at the top of the list will be used by each chart first.

Layout

Chose one of the layout options. The widgets and other elements are displayed in the selected layout.

Make Default

Optional. Select the option if you want to make the dashboard as a default one.

* 
NOTE: This field is available only for the Home Dashboard.
3.
Click Save.
The changes gets reflected on the dashboard.
* 
NOTE: Follow the steps 1 to 3 to add/edit settings for the Inventory dashboard, Asset Management dashboard, Security dashboard, and Service Desk dashboard.
Adding a New Dashboard

You can create different dashboards for various purpose.

•
To get tailored insights - You can visualize data relevant to specific roles or tasks.
•
For real-time monitoring - You can track system health, compliance, and activity instantly.
•
For better decision-making - You can identify trends and issues through charts and graphs.
•
To view role-based view - You can customize dashboards for different teams and permissions.
•
For improved efficiency - You can access key information at a glance, thus, saving time.
•
For automated reporting - You can schedule dashboards to be emailed to stakeholders.
•
For audit readiness - You can track performance and compliance metrics for reviews.

Add a new Dashboard

To add a new dashboard,

1.
Click the icon to open the dashboard settings panel.
2.
Click the Add New Dashboard to open the Add New Dashboard dialog.
3.
Enter details in the Name and Description fields.
4.
Click Save.
Adding a Widget

You can add widgets to the Home Dashboard. There is a list of widgets in the Add Widgets panel. You can enter a keyword in the Search text box to refine the list, then click on your selection.

You can search for the desired widget in the following ways:

To add widgets to the dashboard,

1.
Click the icon and then click Add Widget to open the Add Widget panel.
2.
Search for the desired widget in the following ways:
◦
In the Filter By drop-down, select the widget by category.
◦
In the Sort By drop-down, select the widget by title or newest.
◦
In the Search field, enter a keyword to refine the list.
The refined result displays.
3.
Click the desired widget.
The widget gets added to the dashboard.
Emailing Home Dashboard

You can share a snapshot of dashboard through email, send it to multiple users, and configure the frequency of email.

To email a dashboard,

1.
Click the icon to open the dashboard settings panel.
2.
Click the Email Dashboard option to open the Email Dashboard panel.
3.
Select appropriate option from the given options:
a.
Send Now: You can send an email immediately.
b.
Schedule: You can set the frequency of sending a snapshot of dashboard through email.

The detailed steps for each option are given below:

Send email now

To send email immediately,

1.
Click Send Now to open the Email Dashboard dialog.
2.
Enter details in the Email Address, Subject, and Message fields.
3.
Choose the layout in which you want the widgets to appear.
4.
Click Send.

The dashboard is sent through email.

Schedule

To set the frequency of sending a snapshot of dashboard through email,

1.
Click Schedule to open the Schedule dialog.
2.
Enter details in the Subject and Message fields.
3.
Choose the layout in which you want the widgets to appear.
4.
To add recipients, select the names from the Select user to add drop down list.
* 
NOTE: You can add multiple recipients from the list.
5.
Select the frequency from the drop down list.
6.
In the Next Run field that appears after you select the Frequency, set the date, month, and time for the next email delivery.
7.
Click Save. The dashboard is sent through email according to the set schedule.
Refreshing Home Dashboard Data Manually

You can refresh the widgets data to show the latest results on the dashboard.

To update the widgets,

1.
Click the icon to open the dashboard settings panel.
2.
Click Force Refresh to open the Confirm dialog box.
3.
Click Yes to confirm refresh all widget data on the dashboard.
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