Best answers and resolutions to the most common questions on Using Helix Dashboards

Q: Where should I start to be successful using Helix Dashboards?
A: See  Webinar: BMC Introduction To Helix Dashboards

Q: How can I transition from Smart Reporting to Helix Dashboards?
A: See BEST FAQ on Transitioning to Helix Dashboards

Q:  What panels are included out of the box in Helix Dashboards?
A: See Viewing out of the box Dashboards 

Q: How can I configure a dashboard, panel, and queries on Helix Dashboards?
A: See Setting up Dashboards

Q: What query type should I choose when creating a new panel on Helix Dashboard, SQL query type or Form Type?
A: See  Webinar: Helix Dashboards Examples Addressing Common Requests

Q: What are the differences between roles and permissions?
A: See Roles and Permissions

Q: How to grant permission and assign roles in Helix Dashboards?
A: See How to grant write permission /assign roles

Q: How to create a new team or group in Helix Dashboards?
A: See Create a new team or group in Helix Dashboards

Q: How can I create and manage scheduled content?
A: See  Webinar: Helix Dashboards Examples Addressing Common Requests

Q: How can I use advanced functions, variables, and links effectively?
A: See  Webinar: Helix Dashboards Examples Addressing Common Requests

Q: How can I troubleshoot Helix Dashboards?
A: See Troubleshooting section of Helix Documentation

Q. Can I modify the out of the box (OOTB) content?
A. You cannot edit or delete OOTB dashboards. This restriction also applies when trying to add tags. Refer to Viewing out-of-the-box dashboards.

Q. How to migrate Helix Dashboards content between environments?
A. See Exporting and importing dashboards

Q. How to grant security to the Dashboards in Helix Dashboards?
A. See How to grant security to the Dashboards

Q. How to grant security to the Folders in Helix Dashboards?
A. See How to grant security to the Folders

Q. How to Export and Import Dashboards in Helix Dashboards?
A. See How to Export and Import Dashboards

Background: BMC Customer Support analyzes case trends to identify topics that are trending with customers, the resources we share most often to assist them, and how we can improve them. This Best FAQ article provides links to the resources shares resources most recommended by BMC Customer Support on the topic.

Current as of Helix Dashboards 2024 as of April 15, 2025

See more BEST FAQ Articles