• 

  Sub Tabs: add, name, select and adjust subtabs

• Reports: search, select and add reports to your canvas

• Filter: add a filter widget to your canvas or the global content sections

• Text: add text boxes to your canvas

• Graphics: add shapes, lines and icons to your canvas

• Images: add images to your canvas

• Widgets: add associated report or button widgets

• Blueprint: add a chart blueprint to build a report on your dashboard

1. Tab canvas (canvas layout)

2. Create Sub Tab

3. Global content sidebars (appears for all dash subtabs, although filters can be made local)

4. Hide global content sidebar

5. Fixed content layout (if selected)

• Undo/Redo last action

• Preview Mode

• More (Refresh/Delete/Rollback)

  • Publish

Dashboard and Content Properties

• Dashboard properties

  

  • Left menu filters

  • Automatic filter linking

• Sub Tab properties

  • Show report menu settings

  • Canvas size

• Content properties (when selected)

Adding a Report

To add a new dashboard report to your dashboard you will need to click the report menu item to the left of the tab. Search for the report you want to add.

Note: you can click the Advanced link to narrow down your search by a number of parameters, including data source, view, folder and sub-folder. Click the search icon to apply your chosen parameter(s) to the results listed.

Once you've found the report you wish to add, drag it from the list to a desired position on the tab.

Select the requiredreport visualisation - note that you can add a report multiple times to a sub tab, so you can include any combination of the options available.

Resizing and Moving a Report

Once the report is on your tab you can resize it or position it around the canvas (or within a column) using drag and drop.

You can also control this to the pixel using the Size & Location options in the Report Properties box.

Content Configuration

Click the boxes in the top right of your content for configuration options, including:

• Copy, Paste and Delete

• Branch Report to add the report again - you might select a different visualisation but it will operate as one report/one set of filters.

• Duplicate (similar to Branch Report but works for other content)

• Align the content within the canvas

• Arrange the content in front of/behind other content.

Report Properties

A range of report properties are available. Some to note include:

• Name: give the report a name different to that its official name in the Browse list, ie to simplify it for dashboard users

• Hide Report Name: do not display the report name on the canvas

• Show Report Menu: inherit the subtab settings, always, never or hover to show the report menu

• Size and Location: X, Y coordinates and Width/Height in pixels

Removing a Report

To remove a report from your dashboard tab, click the config option in the top right corner > Delete.

This will only remove the report from your dashboard tab, not delete it from the repository.

Filter Placement

To add a filter widget to your dashboard, select Filter menu item and drag the Vertical Filter widget to either the global content column (if appearing across all subtabs) or to the subtab canvas.

• If on the canvas, resize your filter box to remove its scroll bars. You may need to adjust this depending on the filters you add.

• If in the Global content column, specify if the filters are global or should only appear for that subtab in the filter properties box.

Filter Selection and Linking

To add specific filters, select + Filters on your filter box.

• You can choose Filters to have a single list of filters, or select Filter Group to then arrange filters in specific groupings. This latter option may be useful if you need to add lots of filters for different reports and purposes. Give your Filter Group a good name.

• Select the required filters from the reports on your subtab and Add Filters. Filters already used can’t be added again and will be greyed out.

• Filters/Filter Groups can be moved up and down, and Filters can be moved in/out of Filter Groups.

Linking Filters

Filters added from a report can be linked to other reports on the dashboard tab so that filter values are applied to them as well. Select Link Filters on your filter box.

If Automatically link filters was enabled for the tab, or is enabled on the pop-up, some filters will be linked to existing filters or fields on other reports.

Not all filters may link as desired, however, or you may need to manually link some reports. Review each filter and specify the link to each report as required. You can select from existing user prompt filters in each report (of the same type and relevant operand) or the relevant field in that report’s view.

Filter Properties

Additional filter options are available in the Widget Properties box (when you select the filter widget).

• Horizontal slight changes the layout. Select the one that works best for your layout.

• Hide Reset Link so that users can’t reset filter values back to the defaults.

• Hide Display Name if required.

• Display Name to give the list a relevant name.

• Hide Control Panel to hide the bookmark, refresh cache values, Reset and Apply options. May be a useful optin when Autorun filters are applied.

• Auto run filters means that filter values are applied as soon as they are selected/entered. A good option for quick filtering on a small number of options and reports.

• Apply Button Location to show the Apply button above/ below the filters, or both.