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This article contains:

Table of Contents

1. Overview

The Dashboard List and Viewer page allows user to,

  • browse and search for dashboards

  • copy and move dashboards between categories

  • switch to presentation mode

  • configure sharing access

  • set up subscriptions and scheduled delivery

  • rename and delete dashboards and dashboard categories

  • print dashboard

  • email dashboard

  • design dashboard

  • configure child report parts:

    • view, quick edit and design report parts in new window

    • print and export report parts

    • re-select report parts

2. Browse Dashboards

  1. Click Dashboard List.

  2. The dashboards are listed in their respective categories and sub-categories.

Click the arrow icon on the right to view dashboard properties.

The buttons at the bottom allow user to Open (in Dashboard Designer), Copy or Move to another name or category, Print, Export, Email, Add Subscriptions, or Delete the dashboard.

3. Search for Dashboards

The Search box at the top allows users to search for specific dashboards.

  1. Select a specific element to search for in the dropdown on the left of the Search box. Default is All.

  2. Type a partial name and click the search icon.

  3. The matching dashboards will be displayed.

4. Rename Dashboard Categories

  1. Click the pencil icon to rename a dashboard category.

  2. Edit the category and click the check icon to save.

  3. If a category already exists with the same name, you will not be allowed to rename the category. Please use unique names for your categories. 

5. Copy or Move Dashboard

  1. Click the Copy or Move button to open the pop-up.

2. Specify the Category/ Subcategory, the location the dashboard should be moved/copied to.

3. Click OK to close the pop-up and perform the operation. 

6. Manage Subscriptions for Current User

  • Click the Subscribe button to open the Subscription box.

  • Add and Edit Dashboard Subscriptions in the same way as Report Subscriptions.

  • To delete multiple subscriptions:

    • Tick the checkboxes beside each one.

    • Click the now enabled delete icon at the bottom (looks like a wastebasket).

Click Close to collapse the Subscription box.

7. Manage Scheduled Deliveries

  1. Click the Schedule button to open Schedule list.

  2. The Schedule List, Search, Add and Delete functions are similar to Report Designer.

8. Print Dashboard

  1. Click the Print button and select either HTML or PDF format to open Print pop-up.

  2. The Print pop-up is similar to Dashboard Designer.

9. Email

  1. Click the Email button and select either Link or Embedded HTML to open Compose Email pop-up.

  2. The Compose Email pop-up is similar to Dashboard Designer.

10. Export

  1. Click the Export button and select the required export type.

  2. The dashboard will be exported to the selected file type.

11. View Dashboard

Click on a dashboard’s name to go to Dashboard Designer screen.

12. Configure Child Report Parts

Click the Configuration mode (page flip) icon on report part’s title bar to configure it and show the Report Part Menu.

  • The title and description can be edited and formatted.

  • The Report Part Menu allows user to:

    • View, quick edit and design report parts in new window.

    • Print and export report parts.

    • Re-select report parts by clicking Select Report Part button, then select another report part in Report Part Selection pop-up similarly to the steps in Dashboard Designer.

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