Mobile Dashboards

A Mobile Dashboard is a simpler version of a CSM Dashboard that is optimized to be accessed from a mobile device.

Like all CSM Dashboards, a Mobile Dashboard is a custom, interactive, insightful console that uses configurable Widgets (the list is limited to certain types, including Charts, Gauges, Matrixes, and Search Results List) to present critical metrics, analyze and predict trends, drill-down into data, facilitate navigation, or just display a hodge-podge of information that might be relevant to mobile Users. However, instead of a complex layout, Mobile Dashboards boast a slimmer, simpler design.

Note: Mobile Dashboards do not directly support initiating commands or Actions.
Android Mobile Dashboard iOS Mobile Dashboard
Android iOS

Each User has a designated default:

  • Mobile Home Dashboard: Displays when the Home button is tapped.
  • Mobile Alert Dashboard: Special Dashboard that displays when the Alerts button is tapped.

These defaults (either Global or Role) are initially selected in CSM Administrator (defined as part of the Cherwell Mobile settings); however, if a User with security rights can select their own User (personal) defaults in the CSM Desktop Client (Tools>Options>Dashboards & Calendars>Customize Mobile Settings). Other Mobile Dashboards can be accessed from the Dashboard tab/tile on your mobile device (the list of available Mobile Dashboards is configured in the Mobile Dashboard Manager in CSM Administrator).

CSM provides several OOTB Mobile Dashboards, including one for Mobile Alerts. Use these Mobile Dashboards as-is, edit them, or create your own using the Mobile Dashboard Manager.

Note: For more information about Dashboards and Widgets (including how to create them), refer to the Dashboards Documentation and the Widgets Documentation.
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