Skip to content
  • There are no suggestions because the search field is empty.

How do I customize dashboard Views and columns?

In Sonio, the dashboard is where every exam and every day starts, so it's important to customize it reflect your workflow. Views represent your worklist and can be filtered to show exams relevant to your current workflow. New Views are typically created to filter on 'Today's' exams, exams for the site you're working at that day, and more. Dashboard columns display relevant exam information, such as Patient Name, Exam Type and Exam Status.

Step 1: Customizing Views

1.1 Accessing the Dashboard Customization viewer

After you log into Sonio, you will be directed to your dashboard. To create a new View press the settings wheel in the upper right-hand corner of the screen. 

Dashboard

1.2 Customizing Dashboard Views 

This will redirect you to the settings page. The Inbox & Views tab shows all your current views. The eye icon next to the view allows you to hide or unhide a view from your dashboard. The pencil allows you to edit the name and all the criteria that make up that specific view. The trash allows you to delete a view.

Inbox & Views-1

All Views

To create a new view click "+ New view" 

All Views-1

1.3 Creating a New View 

Once you clicked "+ New view", the window below will pop up allowing you to name the view and choose how you would like to filter your worklist. The view created below is called Name Your View and is filtered on Detailed exams of Ordered Exams at the site named Palm Beach To save this view, click the X in the right corner of the configure your view window. It will bring you to the all views page, where you can click the back button on the top left to go back to your dashboard.

Create New View

1.4 Editing a view from the dashboard, and modifying the order of the view tabs

Filter View

This is what your dashboard will look like with the new view added. You can quickly edit each view by clicking the funnel icon next to the name of the view. To change the order of the tabs or hide a tab, click back to the settings button in the top right. Dragging and dropping the 6 buttons shown below will allow you to re-order the tabs to show in order when back in your dashboard. Here, the "All" tab for instance will be placed last. 

Move Views
Step 2: Customizing Dashboard Columns 

2.1 Accessing the table columns editor

  1. Click on the settings (wheel) on the top right of the screen
  2. Click on the Dashboard Columns tab
  3. The labels of the columns of your dashboard will appear. You can change the current labels that are in place by clicking the box and choosing anything from the drop down. 

Dashboard col config

Click here to see examples of how fellow Sonio users configured their dashboard!