Introduction
Administrators can add additional panels to their entities' Snapshots by opening the Snapshot layout from the Manage Snapshots panel found on a Homepage Tab. From there, they can chose from a menu of pre-configured panels to add to their Snapshots, or they can create their own panels with fully customizable settings.
After adding a panel, the Snapshot layout must be saved.
For information on how to add the Manage Snapshots panel to a homepage tab please see the following article Add the Manage Snapshots Panel to a Homepage Tab (Admin Only)
Open the Snapshot Layout
To customize Snapshot panels, first open the Snapshot layout whose panel you'd like to customize via the Manage Snapshots panel on a Homepage Tab.
1. Locate the Manage Snapshots panel on your Homepage Tabs.
The Manage Snapshots panel is likely on a Homepage Tab called Admin, but it might be found on another tab if your Homepage Tabs have been customized in the past. See this article for information on how to add the Manage Snapshots panel if you do not have it.
2. Click the name of the Snapshot layout whose panels you'd like to customize.
Add a Pre-Configured Panel
The Snapshot's Panel Catalog contains several panels with pre-configured settings, encompassing many common panel needs in GEMS.
1. Locate the Panel Catalog at the top of the Snapshot layout.
2. Locate the list of pre-configured panels under the General category.
3. Tick the checkbox next to the panel you'd like to add.
4. Select which section of the Snapshot to add the panel to in the Add to: dropdown, then click Add.
5. Locate the panel within your Snapshot layout. Click the Save button inside the panel.
6. The panel can be further customized by re-opening its Settings tab. See this article for more information on customizing panels.
Add a Custom Panel
In addition to the pre-configured panels, Administrators can also add panels that are initially blank but can be configured and customized from the ground up.
These custom panels only pull data from the built-in Screens within GEMS. To build a panel containing data from a Custom Screen, see Add a Panel for a Custom Screen, below.
1. Locate the Panel Catalog at the top of the Snapshot layout.
2. Tick the checkbox next to Snapshot Panel.
3. Select which section of the Snapshot to add the panel to in the Add to: dropdown, then click Add.
4. Locate the panel on the Snapshot layout and customize it to your needs. For information on customizing a panel, see this article.
Add a Panel for a Custom Screen
Pre-configured panels and custom panels can only pull data from the built-in Screens within GEMS. Panels that use data from Custom Screens can also be added, however.
1. Locate the Panel Catalog at the top of the Snapshot layout.
2. Tick the checkbox next to Custom Screens.
3. Select which section of the Snapshot to add the panel to in the Add to: dropdown, then click Add.
4. Locate the panel on the Snapshot layout and customize it to your needs. For information on customizing a panel, see this article.
Please note that panels created via the Custom Screens option can only reference and pull data from Custom Screens.
Save the Snapshot Layout
After adding a panel to a Snapshot layout, both the panel and the Snapshot layout need to be saved.
1. First, save the individual panel you added by selecting the Save button within the panel itself, located under the Saved Search field.
2. Next, locate and click the Save button in the top right corner of the Snapshot page. Your changes are now saved and active within your GEMS database.
If, upon opening an entity record using the Snapshot layout you customized, you do not see the changes you made, try logging out and logging back in to GEMS.
