Prerequisites for screen configuration

Before configuring any screen in the layout section:

• You need access to the Reltio Console .
• Make a backup of your existing configuration before making changes.

Common screen configuration fields

Every screen object inside the layout array supports a shared set of fields:

Screens include additional fields depending on their type. For example, Dashboard screens support views and layout. Search screens support entityTypes, options, and potentialMatchesReview.

Configure a Dashboard screen

A Dashboard screen displays one or more charts or data views. It requires two key arrays: views[] and layout[].

{
  "class": "Dashboard",
  "label": "Home Dashboard",
  "icon": "https://.../Dashboard.svg",
  "views": [
    {
      "id": "chart1",
      "component": "DashboardFacet",
      "chartType": "bar",
      "attributeUri": "configuration/entityTypes/Person/attributes/Country"
    }
  ],
  "layout": [
    { "id": "chart1", "x": 0, "y": 0, "width": 3, "height": 2 }
  ],
  "hideAddChartsButton": true
}

Result

The Dashboard screen appears in the left navigation and displays the configured charts.

Validation

Open the Reltio UI and confirm that the dashboard renders as expected. Check that charts load and layout positions match your configuration. Here's a sample dashboard in the Hub:

Configuring dashboard views

A dashboard view is a visual component displayed on a Dashboard screen. Each view presents data using a chart, entity list, or custom facet. Views are configured inside the views[] array of a Dashboard screen, and positioned using the layout[] array.

You can include multiple views per dashboard. Each view must have a unique id and specify a supported component type.

Chart views and Chart type options

When component is "DashboardFacet", you must also specify a chartType. This determines the type of chart displayed.

{
  "id": "myBarChart",
  "component": "DashboardFacet",
  "chartType": "bar",
  "attributeUri": "configuration/entityTypes/HCP/attributes/Country",
  "count": 10,
  "title": "Countries"
}

Result

The view renders a bar chart grouped by the specified attribute.

Validation

Open the dashboard and confirm the chart appears with expected values and layout. Here are a few examples of charts configured for the dashboard view:

• Bar chart: This chart displays the number of profiles by source system.

  

• Map: This map displays the global organization view.

  

• Bubble: This chart displays a percentage of organization by industry type.

  

• Donut: This chart displays a breakup of the quality of addresses.

  

You can use other view components in a dashboard to show lists, filters, or stats.

{
  "id": "filteredEntities",
  "component": "FilteredEntitiesViewFacet",
  "title": "US-Based Profiles",
  "filters": [
    {
      "filter": "equals",
      "fieldName": "attributes.Country",
      "values": ["US"]
    }
  ],
  "max": 10
}

Result

The view displays up to 10 profiles where Country = US.

Validation

View the dashboard and confirm the list shows filtered profiles. Check sorting, pagination, and field display if configured. Here are a few examples:

• The Profile Stats facet that shows the profile activity over a period of time

  

• The Notification Inbox facet

  

• The Activity log facet

  

• Saved searches facet

  

Configure the Data Quality Dashboard

You can enable charts grouped by attribute or entity level, with layout definitions per view.

{
  "class": "DQDashboard",
  "label": "Data Quality",
  "showTimeSeries": true,
  "viewsByDataLevel": {
    "attributeLevel": [
      {
        "id": "FillRateView",
        "type": "fillRate",
        "title": "Fill Rate"
      }
    ]
  }
}

These are the optional parameters:

Result

The DQ Dashboard screen loads with attribute-level or entity-level charts.

Validation

View the dashboard and confirm that configured charts appear and reflect valid data.Here's a sample image of the DQ Dashboard on the Hub.