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Creating a Dashboard to Display a Set of Charts

28 bytes added, 19:52, 30 May 2023

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A dashboard provides the [[User|user]] with a graphic view of a set display of list views, charts, and/or aggregated data. 

1. Click the '''Communications''', '''Reports''' Click the [[Menu|menuPersonal Settings]]of your user profile.

2. Click the Click '''DashboardDashboards.''' tab.

Currently there are no dashboards defined3.Click the '''New''' button to create a new Dashboard. 4. Name it and select your desired layout. [[Image:NewDashboard01.PNG]] An empty dashboard will be displayed.  [[Image:EmptyDashboard01.PNG]]

[[Image:Reps110.png]]

3. Click the '''New Dashboards''' tab.

The '''New Dashboard''' window is displayed.

[[Image:Reps111.png]]

Each dashboard has the following properties:

* '''Dashboard Name''' - Narrative name of the dashboard.

* '''Description''' - Dashboard description.

* '''Dashboard Layout''' - Determines the orientation and number of charts to be included in the dashboards. Options are '''one column''': 1 * 1 (2, 3, 4, 5, 6, 7, 8, 9 or 10), '''two columns''': 2 * 2, 3 and '''three columns''': 3 * 3. Changing the orientation will change the Dashboard content area of the page and the number of charts that can be selected.* '''Refresh Interval''' - Determines how frequently a dashboard should be refreshed when displayed. Both built-in and custom charts will be displayed in the chart list, provided you have previously permissioned these reports for a role.

4. Experiment with '''different dashboard layouts'''.

[[Image:Reps112.png]]

5. Change the '''Layout''' to '''1 * 3'''.

[[Image:Reps113.png]]

8. Set the chart as shown below:

[[Image:Reps114.png]]

You will only be able to select a chart if you have permission to see the associated report.

[[Image:Reps115.png]]

=Set a Dashboard as a Home Page=

 You can specify any dashboard to be your '''home page'''. The home page is the first page that is displayed when you log into the system.

1. Click the '''Set dashboard as Home Page''' check box.

[[Image:Reps116.png]]

There is no save required to effect this change.

=Set a Dashboard as a Home Page for Portal View=

You can set a dashboard to be the '''home page''' within a Portal View. The dashboard will then be presented within the main frame of the Portal View when users log into the system. The icons will still be accessible on the left hand panel of the Portal View.

You can set a dashboard to be the '''home page''' within a Portal View. The dashboard will then be presented within the main frame of the Portal View when users log into the system. The icons will still be accessible on the left hand panel of the Portal View.  1. Obtain the URL of the dashboard that you wish to set as the '''home page'''.

2. Access the Portal that you wish to add the '''home page''' to.

3. Click on the '''[[Portal Design''' ]] tab for this Portal.

4. Paste the following code into the '''Body''' section of the '''Portal Design''' section

<meta http-equiv="REFRESH" content="0;url=<i>dashboard URL</i>">

'''NOTE:''' replace the text in italics with part of the dashboard URL obtained in step 1. Only include the '/userreport/ur_viewdb.jsp?' element of the URL and all text after this (see screen shot below).

[[Image:PortalDesignBody.png]]

5. Click '''Save'''.

{{PrevNextStart}} [[Setting a Chart as a Custom Field]]{{PrevNextMid}} [[Exporting Reports]]{{PrevNextEnd}}

[[Category:Reports]][[Category:System Management]]

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Devon Wan

Smartstaff

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