Dashboard and Designer

Use the Dashboard to view multiple reports and charts simultaneously in a side-by-side format.

To access the Dashboard, choose Home > View > Dashboard.

Use the Select Layout list at the top of the page to select which saved dashboard to view. Click to refresh the layout.

Click the Zoom icon, , at the upper right corner of the report to open a new browser with all capabilities of that report type (e.g., chart reports have drill-down functionality; text reports can be sorted, grouped, etc.).

Using the Dashboard Designer

If you have the required permission, you can use the Dashboard Designer to create and save dashboard layouts. To access the Dashboard Designer, choose Options > Designers > Dashboard Designer.

Use the Select a Dashboard Layout list to specify which type of layout you want to create or modify. For example:

• To create a new layout, select an existing one that is similar. Apply your changes and click Save As. You will be prompted to specify the name and other details. (See "Save Dashboard Layout Window" below.)
• To modify an existing layout, select it, apply your changes and Save (or click Save As if you also want to be prompted to change the name or other details).
• If you have made changes to your personal default layout, you can click to restore the application default.

Note: The application default dashboard can be modified by users with the "Dashboard Designer - Set Application Default" permission.

If you want to preview the results based on the current settings, choose Options > Dashboard > Generate.

Save Dashboard Layout Window

When applicable, you can use the Save Dashboard Layout window to enter or change the Dashboard Layout Name.

Depending on your permissions, you may also be able to select:

• Save report for another user or Save report for a security group - makes the layout available to a selected user or to all users in a selected security group. Only the specified user(s) will be able to view and edit the layout.
• Save as application default - saves the current settings as the application default dashboard, replacing the prior default. You cannot undo this action.
• Make Public - makes the layout available to all users in the current entity. Any user in the entity will be able to view and edit the layout.

Note: This option will not appear if security levels have been implemented for the entity (see Security Levels).