Displaying & Adding Dashboards


Dashboards show you a snapshot of selected Reports. To see the full Report click on the cog symbol  at the top right-hand side of each Report or Chart.

Displaying Dashboards

To see your Dashboards, click Start > Dashboards, which will take you to the Dashboards Landing Page.

In common with other Landing Pages you'll now see My Dashboards, which are ones you've created and All Dashboards, which lists all those to which you have access. Click on the name of the Dashboard you want to view and it will be displayed on the right.

Adding Dashboards

Click on Start > Dashboards to open the Dashboards landing page. Click on New Dashboard. Enter a name for the Dashboard and apply your chosen layout using the dropdown menu next to Column Layout. Then click Create Dashboard.

You will now see a plain blue screen to which you can add Reports and/or Charts by clicking Add item.

You can add any Report or Chart to your Dashboard using the dropdown picklist next to Select an item to add to the dashboard. If you want to give the item a different name when you see it on your Dashboard, enter a name in the Title in the dashboard (if different) field.

Click Add. The item now appears on your Dashboard and you can click Add item to add more Reports and/or Charts if required.

Once you have added your reports and charts to create a Dashboard, you can open the original report or refresh the results to display the most recent information. You can also remove the report or chart from the Dashboard:

NOTE: You can change the appearance of your Dashboard by dragging and dropping individual items to new parts of the screen. 

Sharing Dashboards

By default, Dashboards are private to the User who created them.  To share a Dashboard with other Users click on the Sharing Permissions padlock where you can grant access to other Users or User Groups.

Quick Access to your Favourite Dashboard(s)

The main reason for creating Dashboards is to give you a quick view of what's going on in your business so it's highly likely that you'll want to have quick access to your most frequently used Dashboard(s).  Within the Dashboards Landing Page you can create a view and make it the default view that appears when you open the Landing Page.  In addition you can pin one or more Dashboards to your Workbooks Desktop so they appear automatically when you first login.

Default Dashboard

To create a default Dashboard, first filter your Dashboards to identify the one(s) you want to make a default and save the view with a name. Open that view by clicking on its name in the left-hand column. Click the View icon and choose Set as My Default View.

Pin a Dashboard to the Desktop

Open the Dashboard that you want to appear on your Desktop and click the pushpin symbol.  The next time you login, this Dashboard will automatically open.  Remember, the Dashboard will open in the position on the Desktop and at the size it was when you pinned it.