Documentation
Documentation

Creating a Dashboard with Report Writer

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Note

Dashboard reports cannot be added as attachments in communications such as emails.

When a Dashboard is run, it is displayed in a new tab called the Dashboard Viewer. Reports, Visualizations, and other dashboard content appear in rectangular Tiles on the Canvas.

Do the following to create a new dashboard:

  1. Click Create New Report and select Dashboard. This opens a New Dashboard canvas.

    • The Canvas Fit (right) determines how much of the dashboard a new tile will occupy. You can manually resize the tile once you add it to the canvas.
    • You can also define Backgrounds and Borders for the new tile.

  2. Drag-and-drop New Tile onto the canvas.

    Dragging and dropping new tiles onto the canvas

  1. You can add the following to the new tile:

    • New Visualization

    • URL

    • Image

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      Note

      Currently, images are not displayed when a report is run.

    • Text

    • Filter

    • Existing Report

    For example, add an existing report:

    1. Click Existing Report.

    2. Drag-and-drop the report from the Reports pane onto the canvas.

      Dragging and dropping the report from the Reports pane onto the canvas

    Add a New Visualization:

    1. Drag-and-drop a New Tile onto the canvas.

      Dragging and dropping a new tile onto the canvas

    2. Click New Visualization.

    3. Define the visualization in the right pane:

      • The type of chart used to display data
      • Labels on the chart
      • Styling for the chart

    4. Drag-and-drop items for the visualization Groups and Values from the Fields pane.

      • Edit the style of the visualization on the right-side property pane.

        Editing the visualization style

    Add a Filter to help modify displayed information:

    1. Drag-and-drop a New Tile onto the canvas.
    2. Click Filter. You can also create a docked filter.
    3. Select the field on which you want to filter. Define an Operator for the filter.

  2. Use the following to further update your dashboard:

    • Refresh the data in real time
    • Undo/redo changes to your dashboard
    • Filter information
    • Change Parameters
    • Customize the Canvas
    • Save your dashboard
    • Export your dashboard
    • Run your dashboard

    Viewing the dashboard

For more information, see Dashboards documentation.