Click the icon at the top-left corner of the report to view the menu options available for the Dashboard.
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The following table describes the menu options on the dashboard page: | Field | Description |
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| Click the icon to collapse the menu options. | 
| Click the icon to set the presentation mode. | 
| Click the icon to create a new dashboard. | 
| Click the icon to refresh the dashboard. You can select the Refresh interval also. | 
| Click the icon to view the filter options on dashboard. | 
| Click the icon to share the dashboard with other users. | Expand |
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The following table describes the fields on this page: | Field | Description |
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| Share With | Select the User from the drop-down list with whom you want to share the Dashboard. | | Rights | Select the access right that you want to provide to the selected User. | | Add rule | Click the button to add a new User and provide the User with access rights. | | CANCEL | Click the button to cancel the action. | | OK | Click the button to save the new Users and access right information. |
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| Click the icon to schedule time to send the dashboard to a recipient by e-mail. | Expand |
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The following table describes the fields on this page: | Field | Description |
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| Date | Select the Date when you want to send the e-mail. | | Time | Select the Time when you want to send the e-mail. | | Time zone | Select the Time zone that you prefer to send the e-mail. | | Repeat type | Select the frequency of the e-mail alerts. | | Send Email as | Select the format of the e-mail. | | Recipients | Enter the e-mail ids of the recipients to whom you want to send the e-mail | | CANCEL | Click the button to cancel the action. | | OK | Click the button to save the Schedule. |
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| Click the icon to print the dashboard. You can print the Dashboard in HTML or PDF format. | 
| Click the icon to save the dashboard in its respective category. | 
| Click the icon to send the dashboard to a recipient by e-mail. You can send the dashboard as a link or as a PDF. | 
| Click the icon to set the background color and background image of the dashboard. |
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