Designing a New Dashboard

A dashboard is a convenience that enables you to set up a display that shows multiple report sections, such as a chart, a summary, or a list of fields, on a single page. For example, the manager of a city’s building permits department may create a dashboard view that displays updated graphs that allow him to monitor the number of scheduled vs. completed inspections, the types/quantities of permits being requested, and fee payment data. He can check this dashboard to get an up-to-date snapshot of his department’s activities without having to go in and run each report separately.

Note:

Dashboards make use of existing reports. Create your reports first, then create your dashboard.

To design a new dashboard

  1. Open the ad hoc report writer portlet (see Launching the Ad Hoc Report Writer).

    The Ad hoc Report portlet opens and displays the Report List.

  2. Click Design a New Dashboard.

    The Ad hoc Dashboard Designer displays.



  3. In the first set of report selection fields, complete the following fields:

    Title Enter the title for the report.
    Report From the drop-down list of existing reports, select the report you want to add to your dashboard display.
    Records From the drop-down list, select the number of records to show.
    Report Part Select which part of the selected report you want to display in your dashboard. Choices may include Chart, Gauges, Summary, or Detail, depending on which parts are available in the source report.

  4. Repeat the previous step for each new report you want to add to your dashboard. You can add up to 11 reports.

  5. Set the permissions for your dashboard by selecting values from the Share With and Rights drop-down lists. The Share With field defines who can access your dashboard. The Rights field defines what other users can do with your dashboard.

  6. Use Preview to see how your dashboard looks. To return to the Dashboard Designer, click the Design button.

  7. When you finish, click Save As, enter a name for your dashboard, and select a category in which to store the dashboard.

  8. Click OK.