Tab Configuration Layout
The main sections of the edit page include:
- Search for reports to display on the dashboard
- Configuration menu. Options left to right are:
- Save Dashboard
- Dashboard Layout
- Analytic Setup (filters)
- Dashboard Security
- Refresh Reports
- Dashboard Settings
- Dashboard tab canvas – drag chosen reports here
- Associated Reports – drag reports that may need to be accessed via this here
Managing Reports
Adding a Report
To add a new dashboard report to your dashboard you will need to click the report list search folder on 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.
Resizing and Moving a Report
Once the report is on your tab you can resize it or position it within a column or across columns using drag and drop.
Removing a Report
To remove a report from your dashboard tab, click the cross in the top right corner.
Confirm that you would like to remove the report from your dashboard.
This will only remove the report from your dashboard tab, not delete it from the repository.
Activating a Dashboard Tab
Once you are happy with the setup of your dashboard you should activate it by clicking the save icon on the dashboard edit menu. This will open the save drop down menu allowing you to set the tab name and description.
You can edit the following options.
- Tab name
- Tab description
- Folder and sub-folder to save it in
- Any tags to help categorise your dashboard
- Email distribution settings
- Access settings
- Public access allows any user with access to the sub-folder the dashboard is stored in to add the dashboard tab. Note that they must also have access to the reports displayed on the dashboard.
- Private access places restrictions on who can access the tab in addition to any permissions placed on the sub-folder where the tab is stored. If you are the creator, you will have access by default. Other users must be added under Dashboard Security.
Click Activate to save your tab into read mode.
