Editing an Existing Tab

To edit an existing tab, ensure you have that tab loaded and then click on the Edit link to the right of the tabs.

If the tab is a public tab that others can also use (rather than your private one), note that other users won’t have access to the tab while you are editing it.

 Click Ok to continue. You will now be in edit mode, with access to the dashboard tab configuration.

Creating a New Tab

To add a new tab, click on the Add Tab link on the Dashboard page and select the Standard option.

• Note there is also an option for a KPI tab, which can be used to combine reports that use KPI metrics by advanced users. If you have specific KPI reports that you’d like to place on a tab, select this option.

This will bring up the tab configuration menu, ready for Reports to be added.

See 4. Basic Tab Configuration for detailed instructions on the tab configuration options.