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Dashboards

Report Types

There are five different report types available in the reporting application. Four are standalone types, and two are composite types which combine reports together. By default ExpressView, Advanced Report, and Dashboard are enabled in the interface. The system administrator can enable and ...

User Preferences and Context Sensitive Help

User PreferencesNoteThe User Preferences are an optional feature. Check with the system administrator for more information.Click the User Preferences icon to open the User Preferences dialog. The dialog consists of tabs: Tutorials (v2018.2–v2020.1) Startup Reports User ...

Dashboard Viewer (v2019.2+)

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. Reports, Visualizations and Filter tiles are interactive, as are any embedded web pages. The tiles can be set to refresh periodically, or can be refreshed manually.

Dashboard Viewer

When you run a Dashboard, the output is shown in a new tab called the Dashboard Viewer. Reports and charts on the dashboard are interactive, as are any embedded web pages. This article applies to versions of the application released prior to v2019.2.

Dashboard Designer: Parameters (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.

Dashboard Designer: Samples (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.

Dashboard Designer: Text Tiles (v2019.2+)

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.

Keyboard Shortcuts

This article lists all the available keyboard shortcuts in the Web Application User Interface and describes their behavior in their applicable contexts.

Dashboard Designer: URL Tiles (v2019.2+)

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

Navigating the Application

Learn about the different parts of the user interface, how to create new reports, find existing ones and get around in the application.

Dashboard Designer: Visualization Tiles (v2019.2+)

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

Dashboard Designer (v2019.2+)

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.

Exporting Dashboards (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.

Dashboard Designer: Adding Reports

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.

Dashboard Designer: ExpressView Visualizations

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.

Dashboard Designer: Interactive Filters

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.

Dashboard Designer

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.

Exporting Dashboards

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.

Dashboard Designer: Existing Report Tiles (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.

Dashboard Designer: Filters (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.