Creating a Dashboard with Report Writer PLUS

📘
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:

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

You can add the following to the new tile:
- New Visualization
- URL
- Image
📘
Note
Currently, images are not displayed when a report is run.
- Text
- Filter
- Existing Report

For example, add an existing report:

Click Existing Report.
Drag-and-drop the report from the Reports pane onto the canvas.

Now add a New Visualization:

Drag-and-drop a New Tile onto the canvas.
2. Click New Visualization.
Define the visualization in the right pane:
- The type of chart used to display data
- Labels on the chart
- Styling for the chart
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.

You can add a Filter to help modify displayed information:

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

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

For more information, see Dashboards documentation.