Creating a Dashboard with Report Writer PLUS

Quick Tutorial

Note: Dashboard reports cannot be added as attachments in communications such as emails.

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.

Do the following to create a new dashboard:

  1. Click Create New Report and select Dashboard. This opens a New Dashboard canvas.
    • The Canvas Fit (right) determines how much of the dashboard a new tile will occupy. You can manually resize the tile once you add it to the canvas.
    • You can also define Backgrounds and Borders for the new tile.
  2. Drag-and-drop New Tile onto the canvas.

    3. Dragging and dropping new tiles onto the canvas

  3. You can add the following to the new tile:
    • New Visualization
    • URL
    • Image

      • Note: Currently, images are not displayed when a report is run.

    • Text
    • Filter
    • Existing Report

    4. For example, add an existing report:

    1. Click Existing Report.
    2. Drag-and-drop the report from the Reports pane onto the canvas.

      3. Dragging and dropping the report from the Reports pane onto the canvas

    Now add a New Visualization:

    1. Drag-and-drop a New Tile onto the canvas.
      2. Dragging and dropping a new tile onto the canvas
    2. Click New Visualization.
    3. Define the visualization in the right pane:
      • The type of chart used to display data
      • Labels on the chart
      • Styling for the chart
    4. Drag-and-drop items for the visualization Groups and Values from the Fields pane.
      • Edit the style of the visualization on the right-side property pane.
        • Editing the visualization style

    You can add a Filter to help modify displayed information:

    • Drag-and-drop a New Tile onto the canvas.
    • Click Filter. You can also create a docked filter.
    • Select the field on which you want to filter. Define an Operator for the filter.

  4. Use the following to further update your dashboard:

    • Refresh the data in real time
    • Undo/redo changes to your dashboard
    • Filter information
    • Change Parameters
    • Customize the Canvas
    • Save your dashboard
    • Export your dashboard
    • Run your dashboard
    5. Viewing the dashboard

For more information, see Dashboards documentation.