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.

1. 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:

1. Select the report name under Linked Reports
   
   
   
2. For each filter enabled above, you can leave it as No Link, or enable Filter and choose how the filter is applied to this report.
   
   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

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 Security. From here you can add users 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.