Creating a Report Dashboard
Report dashboards display several reports in a single, integrated view. A dashboard can include other dashboards, input controls for choosing the data displayed in one or more frames, and custom frames that point to URLs for other content. By combining different types of related content, you can create appealing, data-rich dashboards that quickly convey trends.
- Procedure
- Launch the dashboard designer by selecting
Create in the
Dashboards box.
on the top toolbar or by clicking
The dashboard designer displays the list of available content and the canvas.
- In the Available Content panel on the left, expand the appropriate folders and drill down to your desired report.
- Add content to the dashboard by right-clicking the report and
selecting
Add to Dashboard or by dragging and dropping
the report onto the canvas.
The report is displayed in a frame in the upper-left corner of the canvas.
To ensure that a user can view the entire dashboard without scrolling, resize the report to fit within the canvas area. To resize the report, perform the following steps:
- Click the report, and then hover the cursor over the handle at the bottom of right-hand edge of the frame containing the report.
- When the cursor changes to a resizing icon (<->), click and drag the edge of the frame to resize it.
- Click Preview to see the end user view of the dashboard.
- Close the Preview window to return to the dashboard designer.
- To save the dashboard, perform the following steps:
- Click Save > Save Dashboard.
- Expand the folders and drill down to the location where you want to save the view.
- Click Save.