The Dashboard provides a way to create a personalized arrangement and display of related reports.
All standalone report types can be added to a dashboard, and visualizations can be created directly on the dashboards without needing to make a separate report. Dashboards can also have text, borders, images, visual filters, and embedded web pages. Dashboards run in the browser, can have interactivity such as dynamic filtering and drill-downs, and can refresh on a timed interval.
To create new dashboards:
- Click Reports and select SUMMITAI Reports. The following page is displayed.
- Click
icon and select Dashboard. The following page is displayed.
- Click the
format icon to open the Dashboard Style pane. - Select the Width radio button and enter the required height in the text box.
Figure: Dashboard Style - Drag and drop the New Tile into the empty pane.
Figure: New Tile
- To add existing reports into a dashboard, select Existing Report.
- To add a report to a dashboard, simply drag it from the report tree onto the dashboard.
- Repeat the step 5 to 7 to add more reports into the dashboard.
- To add the filter, select Filters(F) icon and select Add Interactive Filter.
Figure: Dashboard Filters - To add filter to a report, select the check box before the report name.
Note: On hovering the name of the report, the respective report tile gets highlighted as shown below.
- Select the required field form Filter Field.
- select the filter condition based on your requirement.
- Select the value from the drop-down.
- Click
save icon to save the dashboard.
- Type in the dashboard name in the Dashboard Title field.
- Type in the dashboard description in the Dashboard Description field.
- Select the folder for the dashboard from the Folder section.
- Click Save Dashboard.
- Click
.