Configuring Dashboards

The Administrators can configure a dashboard to display the module-based tab-wise BI reports. The configured dashboard can be accessed from the Dashboard menu of the End User Dashboard page. To view the list of default Dashboards, see List of Advanced Reports.

To configure a Dashboard:

1. Select Admin > Basic > Infrastructure > BI Dashboard Configuration. Alternatively, you can also create BI Dashboards by using the Dashboards tab on the Advanced Reports page (Reports > Advanced Reports, see Creating New Advanced Reports). However, we recommend using the BI DASHBOARD CONFIGURATION page for better user experience.
2. The BI DASHBOARD CONFIGURATION page is displayed, click ADD NEW on the ACTIONS panel.
3. Provide Dashboard Name, Tab Name, Background Color, Tab Order Number, and so on. and click ADD NEW TAB. 
4. Under the newly added tab, select required Module, Report, Report Format, and click ADD. For more information about the fields on the BI DASHBOARD CONFIGURATION page see, Field Description.
5. Click  Icon to preview the BI Report in a new tab.
6. Click SUBMIT. A new Dashboard is added.
   
   
   Figure: DASHBOARD CONFIGURATION page
   

   Field Description

   The following table describes the fields on the BI DASHBOARD CONFIGURATION page:

   Field	Description
   Dashboard Name	Provide the dashboard name. This dashboard name will be displayed under the Dashboard menu of the End User Dashboard page.
   Background Color	Select the background color. The selected background color is applied on the configured dashboard.
   Active	If selected, the configured dashboard becomes an available option under the DASHBOARD module on the ROLE TEMPLATE page.
   Tab Configuration
   Tab Name	Specify the tab name.
   Tab Order	Specify the tab order. The display order of the tab is depends on the tab order.
   Active	If selected, the configured tab becomes an available option under the DASHBOARD module on the ROLE TEMPLATE  page.
   ADD TAB	Click ADD TAB to add the tab. You can add multiple tabs and map them to the required BI report.
   UPDATE	This button is displayed when you click the existing tab. Click to update to update the configuration for the existing tab.
   Module Name	Select the module name. Data in the further fields is populated based on the selected module.
   Report Name	The BI Reports are displayed based on the selected module. Select a BI report that you want to map to the tab.
   Report Part	Select the format of the report. E.g. Graph, Chart, Grid, and so on.
   ADD	Click add button to add the configured settings.
   Style	Width and Height of the tabs can be configured from this column. The default Width and Height ratio is as width:49% and height:280px.
   Delete	Click to delete the mapped report.

   ACTIONS

   This section explains all the icons displayed on the ACTIONS panel of the BI DASHBOARD CONFIGURATION page.

   SHOW LIST

   Click SHOW LIST to display the LIST table showing all the Tenants configured in the SummitAI application.
   
   
   Figure: DASHBOARD CONFIGURATION page: List of Dashboards configured
   
   

   Note:

   To edit a dashboard detail, click the configured dashboard. Make appropriate changes and click SUBMIT. When the dashboard details are displayed under the LIST table, the ADD NEW icon is displayed on the ACTIONS panel. Click ADD NEW to add a new Tenant.

To view the configured dashboard:

Prerequisite:

• • The configured dashboards and tabs are displayed under the DASHBOARD module on the ROLE TEMPLATE page. To view  the dashboards and tabs, user must have access to these reports. To know about how to provide access using role template menu see, Role Template Menu Configuration_GM. 
  • Ensure that you have access to the End User Dashboard. To know about how to provide access to the end user dashboard see, Theme.

1. On the End User Dashboard page, click the Dashboard menu.
2. A list configured dashboards is displayed. 
   
   
   Figure: End User Dashboard page
   
   
3. Select a dashboard. 
   
   
    Figure: Example screenshot