This segment of the Basic User Training Series will focus on Dashboards, an interactive way to display reports, visualizations and more all in one place.

This segment of the Basic User Training Series will focus on Dashboard Visualizations, a quick way to build charts and tables right in the Dashboard Designer, without first creating a report in a separate Report Designer.

Chained Reports combine multiple reports into a single multi-page document. They are a convenient way to bundle related reports into a format suitable for printing or sending to a mailing list.

Any Advanced Report, Express Report, ExpressView, and CrossTab Report can be added to a Dashboard. Existing filters and prompting parameters can be accessed and modified from the Dashboard Designer. This article applies to versions of the application released prior to v2019.2.

Existing ExpressViews, Advanced Reports, or CrossTab Reports can be added to a Dashboard. Existing filters and parameters can be accessed and modified from the Dashboard Designer. Reports on Dashboards have most of the same interactivity as in the Report Viewer, with the exception of the interactive sorts/filters dock.

You can create tabular reports and visualizations directly on the dashboard with ExpressView visualizations. This article applies to versions of the application released prior to v2019.2.

The Filters menu in the Dashboard Designer toolbar is where filters are created, modified or removed, and imported prompting report filters can be modified. Use the Filters menu to add interactive filter tiles to the Dashboard Canvas.

An image file can be added to the Dashboard in an Image tile. Most image files supported by a modern web browser (e.g. JPG, PNG, GIF, SVG, ICO, BMP, WEBP, etc...) can be displayed in an Image tile.

Interactive filters are filters that appear as tiles directly on the Dashboard itself. Filter tiles have several different styles to choose between, and can resize and scale just like any other tile. Filters can apply to as many or as few reports as needed. This article applies to versions of the application released prior to v2019.2.

When a report containing one or more parameters is added to a Dashboard existing report tile, those parameters are imported to the Parameters menu.

Dashboards are a way to combine a several related reports into one unified viewing space. This article applies to versions of the application released prior to v2019.2.

The Dashboard Designer is a powerful tool for laying out Dashboards with tremendous flexibility. For inspiration, a few sample Dashboards created by users of the Dashboard Designer are shown here.

A textbox can be added to the Dashboard as a Text tile. Text tiles can be used for displaying static text, such as a header or section label. Creative use of the tile border properties can yield tile groups.

Web pages can be added to the Dashboard and interacted with in a URL tile.

A visualization is a graphical representation of data that can be designed directly on the Dashboard canvas without first creating a report.

Dashboards are a way to combine several related reports into one unified viewing space. Existing reports can be added to a Dashboard, and new Visualizations can be created directly on the Dashboard itself. Images, text, other web sites, and interactive filters can also be added.

You can export Dashboards in the form of Chained Reports, single multi-page documents. This article applies to versions of the application released prior to v2019.2.

Dashboards can be exported, scheduled and e-mailed as chained reports or as a snapshot with a likeness of the Dashboard as it appears on screen in a single page PDF.

A Key Performance Indicator or KPI visualization can be used on ExpressViews and Dashboards to show the magnitude of one or several critical values. This value may be a data field, an aggregation of a column or a complex formula.

Linked Reports are reports linked from cells or charts as a means of exploring data points by "drilling down" into their background data.