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Layout and Sub Tabs
To adjust the layout of reports on your dashboard, select the Dashboard Layout icon in the tab configuration menu.
You can choose from:
- 1 column
- 2 columns, of equal width or differing widths
- 3 columns
You can also enable, add and name Sub Tabs here.
Select Ok to confirm your settings.
Filter Setup
To add filters to your dashboard, select the Analytic Setup icon.
You need to choose filters that are already set up on the reports on the dashboard.
- Select the report that has the filters you'd like to use on the dashboard.
2. Select the filters from that report that you'd like to show on the dashboard.
If you have other reports on the dashboard with the same filter, and would like to apply the same filter settings to them as well, link each report via the following:
Select the report name under Linked Reports
You can link the filter to the same filter on the chosen report, or to a column in the report.
Repeat for all filters listed, for all reports added to the dashboard, so that whenever a filter value is applied, each report updates to reflect that filter (where required).
Note: the filter setting screen may not render in some browsers. If you can't see the filter settings, try another browser.
Filter Placement
Once you have set up your filters, you can specify how they appear on the dashboard.
You can choose:
- Filter Location (Default, Left, Left Side Nav, Right)
- Apply filters button location (Top, Bottom, Both)
You can also rename individual filters and a default value if required.
Security
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Button Widgets
Button widgets are an easy way to format a text box that encourages an action.
Add a button design from the Widget > Button menu by dragging it onto the canvas.
2. Adjust the size and location, as well as format the button text, fill border and shadow in the Button Widget Properties pop-up box.
3. If required, assign a Click Event to the button.
For Go to Report, you’ll need to enter the Report ID for the desired report. To find this, use the Report List report in Acendre Analytics > Analytics Tools folder.
For Go to Sub Tab, enter the order number of the subtab you would like users to navigate to.
For Go to URL, enter the URL and you would generally specify for it to open in a new tab/window.
Blueprints
Blueprints allow you to quickly create a chart for your dashboard using a pre-determined design where you fill in the required fields.
Note: these are only available where canvas layout has been selected, and not column layouts.
Select a Blueprint from the Blueprint menu by dragging it onto the canvas (or double click to place it at 0,0).
2. Choose whether you will create a simple or advanced report.
3a. Create Simple Report is applicable if you can use existing fields.
Update the chart name and description, and select your view and fields.
Once created, you can adjust the fields selected and add filters in the Chart Properties.
3b. Create Advanced Report gives you full access to the report builder, starting at the New Report screen, and places it on the dashboard once built.
Select your view (usually view 1.0)
Add the fields you need for your chart, plus any required filtering, in the Data screen.
Create your chart in the Charts screen. You may need to select the chart type you are after.
Activate your report and click Return to Dashboard in th bottom right of your screen.
Your chart will now be added to your dashboard.
Security
If you specify that your dashboard is Private in the Save Dashboard menu, you will need to add users (subscribers) to the dashboard to give them access.
To add users, go to Dashboard SecurityUser Access. From here you can add users or analytics user groups and give them Read, Update or Delete access. These permissions are in addition to the user needing the relevant sub-folder where the dashboard has been saved.
If you have saved the dashboard as a Public dashboard, user permissions will be governed by those of the relevant sub-folder where the dashboard has been saved
Unit Selection and Help
The Dashboard Settings section allows you to enable Unit Selection, for graphs that display a time series and have visible unit selection enabled, as well as help for users if required.
To display help prompts for users, enable Help and choose when it will be displayed from the following options.
Add the required help text in the box provided.
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You can also access and update the security for dashboards you have access to by clicking the lock icon in the top right. |
