Views

ESM offers four views for visualizing data: Graphs, Calendar, Kanban, and Gantt.

Graphs and Calendar views are covered in detail, with step-by-step setup, in Custom Views and Boards in ESM — see that article for how to build them.

Kanban
Kanban boards display data in columns based on a designated "lane attribute." Records with matching field values appear together, each generating its own card. Toggle with the platform setting kanban.enabled (true/false).

Gantt
A read-only view that displays datacards against a timeline. Requires a product license (enabled by default since Q3 2022). Toggle with gantt.enabled. Two settings tune performance:

• gantt.search.fetch.size — batch size when retrieving records from the database
• gantt.search.max.number — maximum viewable results; a warning is shown if exceeded

Dashboards

Administrators can create role-based dashboards that aggregate multiple views; users can also build personal dashboards from their saved reports. For the current dashboard-building workflow (including improved dashboard building in Agent UI), see Dashboards.

Kanban and Gantt views cannot be included in dashboards. All views must be created and saved before they can be added to a dashboard.

Caution: Consider system resources when creating dashboards with large numbers of complex, automatically-updating views.

See also: Custom Views and Boards in ESM, Dashboards, Public Views