Before You Begin
Be sure to do the following:
- Complete these section in order.
- Log in to DOMO and keep it open throughout each scenario.
- Open your workforce email and have it ready to use as you practice.
- Submit an entry on the DOMO Instruction Completion Form after you finish each scenario.
Navigating DOMO Dashboards
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Domo Training Video 1 (ENG) NAVIGATION
In this scenario, you will learn how to create a test ticket by sending an email to your area's support email address.
Step 1: Log in to your DOMO account with your Church of Jesus Christ single Sign-on and keep it open as you work through the next steps.
Step 2: Hover your mouse over the three lines in the top left corner below the DOMO logo
Step 3: Click on the Pin icon to keep the Dashboard menu open.
Step 4: In the dashboard list below, click on the arrow to the right of Worldwide Homelands to expand the dashboard list.
Step 5: click on the JIRA|Worldwide JIRA Projects (2021-06 to Present) Dashboard to open it.
Step 6: Click on the wrench in the top right corner to open that menu.
Step 7: Click on “Collapse all Collections” and notice what happens.
Step 8: Hover your mouse over the top 3 lines/sections of the dashboard. These sections are called:
- Open Ticket Volume
- Total Volume
- Closed Ticket Volume
You will notice a + sign on the far-right side of each as your mouse hovers over these three sections.
Step 9: Click on the + signs of each section to open those sections of reports. You may need to scroll down to see the next + sign.
Step 10: Now click on the – sign on the far right of each section to collapse each. You will notice a faint grey line dividing each section.
Step 11: Click on the Wrench in the top right corner. Click on “Expand all Collections” to open all reports on the dashboard.
Filtering a Dashboard
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Domo Training Video 2 (ENG) FILTERING
In this scenario, you will be using the Dashboard filters to change the data that is visible in the Dashboard reports.
Step 1: Click on the dark grey filter view button below the title of the Dashboard. It will say “Worldwide (Default)”. Then click on the filter view for your Homeland and notice the change in the dashboard reports. Scroll down to see all the changes.
- Note: You will notice all reports now only display data for your homeland and not for the entire world.
Step 2: At the top of the dashboard, you will see 4 filters for your homeland left to right titled:
Homeland. Ecclesiastical Area. Country. Owner. Choose Date.
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- Note: “Choose Date” is a permanent filter that appears no matter what filter view on the left you have chosen.
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In each filter, click the down arrow or “Click to Filter” to open the filter.
Step 3: Click the check boxes next you wish to filter and click the orange “Apply” Button. Repeat for all filters.
- Note: as the filters expand in size when you click “Apply” the filters to the right may move underneath. If you cannot see them, click the grey filter view footer in the center that looks like this:
Step 4: Click on “Choose Date” on the right side and click the down arrow under “Date Range.” Choose a date range from the options presented.
Step 5: On the far right of the Filter Views bar, click “Save Filters.”
Step 6: Click “Create New Filter View” and enter the title of your new filter view. Click “Save”.
- Note: You will now see the title of your filter view in the dark grey Filter Views button in the top left corner.
- Note: Your new saved filter view is only visible to you. Other users will not see your filter view or be able to choose it from the Filter Views list. They will only be able to see new filter views they have saved.
Sharing a Dashboard
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Domo Training Video 3 (ENG) SHARING
In this scenario, you will learn how to share a dashboard as a scheduled report
Step 1: Choose the new filter view that you saved in Scenario 2 from the dark grey Filter Views button in the top left corner.
Step 2: Click on the Sharing Button to the left of the wrench on the top far right side of the Dashboard to open the Sharing menu.
Step 3: Click “Schedule as Report”
Step 4: Under “Subject,” Rename the subject or Title of the report.
Step 5: In the section “Send Report” Choose when you would like the report to be sent.
Step 6: Choose a “Start Date” and “End Date” for the report.
Step 7: Choose the recipients of your report by clicking on the light grey “Send to People and Groups” line. You may search by name on this line.
Step 8: Click “Add” to add them as recipients
- Note: To remove recipients, click the X to the right of their name.
Step 9: Click the “Orange” Schedule Button. The report will be sent to the recipients by email according to the schedule you chose above.
Step 10: Click on the Sharing button to the left of the Wrench again.
Step 11: Click “Send Now” and notice that you just have to choose recipients to send the report immediately. If you hit “Send,” the recipient will immediately receive an email containing the report.
Drilling Down
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Domo Training Video 4 (ENG) DRILLING DOWN