Dashboard Designer: Adding Reports

Deprecated Documentation

This document applies to pre-v2019.2 of the application. For current Dashboard documentation, refer to the v2019.2+ section.

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. Reports have most of the same interactability as in the Report Viewer, with the exception of the interactive sidebar. See Interacting with reports for more information.

To add a report to a Dashboard, simply drag it from the report tree onto the Dashboard.

For information about managing report filters and parameters, see Filters and Parameters.

For information about what report settings are available, see Report Settings.

Filters and Parameters

When you add a report with prompting filters or parameters to a Dashboard, you have several choices for how these filters can be accessed on the Dashboard, as well as which reports they can apply to. Select the report tile, then click the Filters or Parameters tabs to edit the filter settings.

For each filter or parameter you can do the following:

Apply to

Choose whether this filter or parameter applies to the Report, or to all reports on the Dashboard. If you select Dashboard, then the filter or parameter must be edited in the Dashboard Filters or Parameters panes. Deselect the report, then click the  Filters or  Parameters tab.

Prompt for value

Select this option to prompt users to enter a value when running the Dashboard.

Interactive

Interactive filters and parameters can be edited in the Dashboard Viewer filters and parameters panes.

Operator

Change the filter operator. Click the lock  icon to toggle whether other users are allowed to select an operator when running the Dashboard.

Value

Set the value or values for the filter or parameter. If the filter or parameter is interactive or prompting, then other users can select different values when running the Dashboard.

Report Settings

You can edit some additional settings for reports on a Dashboard. The following settings are available:

Reload Interval

Select how often, in seconds, the report will automatically refresh in the dashboard viewer. The default ‘0’ seconds disables automatic refresh.

Allow Searching

Show a search and paging bar to allow users to browse the report.

Allow Scrolling

Show horizontal and vertical scroll bars if the report cannot fit in its tile.

Only run report in design screen when report is manually refreshed

Do not run the report immediately in the Dashboard Designer. Choose this option for large reports which may take a while to load.