Creating New Dashboards

Owned by Former user (Deleted)
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
 Administrators
 Basic

You can create new dashboards and add the reports that you created to the dashboard.

To create new dashboards:

Select Reports > Select the Module > New Dashboard icon . A blank dashboard page is displayed. For more information about the icons on the dashboard page, see Field Description.

 

To add reports to the dashboards:

  1. Click the  icon on the blank dashboard page.
  2. Select the Category from the Category drop-down list. The following page is displayed with the list of reports in tile view.



  3. Select the reports that you want to add to the dashboard. A page is displayed with all the available formats for the reports, such as Charts, Maps, Gauges, Summaries, Report Details, and so on.



  4. Select the report format that you want to use in the dashboard. The report is displayed in tile view as follows. To add a new report to the dashboard, click on the blank area of the dashboard. For more information





  5. To save the dashboard, click the Save dashboard or Save dashboard as icon on the menu options.



    The following pop-up page is displayed. Type in the Dashboard name in the Name field and select the dashboard category from the Category drop-down list.
    • To create a new category, select (create new) from the Category drop-down list and type in the category name in the Category field.



  6. Click OK to save the dashboard in the respective category.

Field Description

The following table describes the icons on the dashboard page:

Field

Description

Click the icon at the top-left corner of the report to view the menu options available for the Dashboard. 

The following table describes the menu options on the dashboard page:

Field

Description

Click the icon to collapse the menu options.

Click the icon to create a new dashboard.

Click the  icon to refresh the dashboard.

Click the icon to view the filter options on dashboard.

Click the icon to share the dashboard with other users.

 

The following table describes the fields on this page:

Field

Description

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.

 


Click the icon to schedule time to send the dashboard to a recipient by e-mail.

 

The following table describes the fields on this page:

Field

Description

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

 

Click the icon to print the dashboard.

Click the icon to save the dashboard in its respective category.

Click the icon to send the dashboard to a recipient by e-mail.

Click the icon to set the background color and background image of the dashboard.

 

Select the module from the drop-down menu to view the related reports.

Click the Open dashboard icon to view the existing dashboard reports.


Figure: Existing Dashboard options pop-up page

Click the Refresh Report icon to refresh the reports.

Click the icon to remove the report from the dashboard.

Click the Show Tile Options icon to customize a report.


The following table describes the fields on this page:

Field

Description

Title

Type in the Title of the report.

Description

Type in the Description of the report.


Click the Print tile report icon to print the report.

Click the Export tile report to excel icon to export the report to a Microsoft Excel sheet.

Click the Open tile report in designer icon to open the report in report designer to modify the report. For more information, see the FIELDS tab in Creating New Reports.

Click the Open tile report in viewer icon to open the report in browser.


Figure: Report Displayed in Browser: FILTERS tab

 

Click the Reload tile from its source icon to view the previous tile.

Click the Select report part to add icon to add a new report to the tile. The new report replaces the old report on the tile.

Slide the toggle slider button to change the number of records that you want to display on the tile.