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.

Prerequisite

Ensure you enable Izenda 7, which is a prerequisite to view the Reports and Module Information. If Izenda 7 is not configured and enabled then you will not be able to view the Reports and Module Information.

To configure a Dashboard:

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.
The BI DASHBOARD CONFIGURATION page is displayed, click ADD NEW on the ACTIONS panel.
Provide Dashboard Name, Tab Name, Background Color, Tab Order Number, and so on. and click ADD NEW TAB.
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.
Click
Icon to preview the BI Report in a new tab.
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:
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

To view the configured dashboard:

Prerequisite:

On the End User Dashboard page, click the Dashboard menu.
A list configured dashboards is displayed.

Figure: End User Dashboard page
Select a dashboard.

Figure: Example screenshot