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Dashboard Basics

Dashboards are made up of one or more reports. You may add several reports to a dashboard to create an overall view of your system with one chart showing high level status and more detailed line item reports showing specifics underlying that status.
You can create a dashboard by going to the data source you want to create the dashboard on and clicking on "Create", then choosing "Create Dashboard".
When you start building a dashboard, you'll be prompted to choose from a list of possible elements. The set of elements available are:

Grids are how you nest multiple elements on a single dashboard screen. You'll be prompted to choose how many rows and columns you want in the grid. You can nest grids within grids to create more complex structures--for example, you might do a 1 row x 2 column grid to start with, with a single report in the left cell and a nested 2 row x 1 column grid in the right cell, with a further report in each of those cells.


Pages enable you to break dashboards up into multiple page sections, selected as different tabs in the dashboards.


You can choose reports to add to your dashboard here. You can also use the simple report editor to create new reports within the context of the dashboard editor.


You can add arbitrary text to your dashboard through this component.


You can add arbitrary images to your dashboard through this component.

Repeat Report

Allows you to repeat the same report for each selected value in a filter.

Once you've populated and saved your dashboard, you can switch to the end user view of the dashboard by clicking on Navigate -> End User. This is the view of the dashboard that you'll use for actually using the dashboard in day to day operations. When you click on the dashboard name from the data source page, you'll be taken to the same end user view.

Dashboard Level Filters

If you put filters at the top of the dashboard, these filters will automatically apply across all reports in the dashboard.

Filter Rules

In some situations, you might have a dashboard level filter that you want to apply to a different field at a report level. For example, you might have a filter on Sales Rep at the dashboard level, while the appropriate field for the filter at the report level is Activity Author. You can use filter rules to link the two filters. Edit the dashboard level filter and populate the Filter Rule field with one value (for our earlier example, we might use Rep as the filter rule). Edit the report, edit the filter, and populate the Filter Rule with the same value as used in the dashboard. In the dashboard end user view, the two filters will be linked so that whatever value is chosen at the dashboard level is applied as well to the report level.

Putting Filters on a Single Page

If you want to put filters on a single dashboard page, you can put a single Page in the section where you want the filter, then define the filters by clicking on Page Options and doing Add Filter.

Customizing Reports in Dashboards

You can customize report width and height by clicking on the "Edit" link next to the report name in the dashboard editor. This will open up a list of options including width and height, which you can customize to control how wide or tall the report is on the dashboard. You can also toggle whether or not show a header over the report in the dashboard.

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