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Dashboard

The dashboard enables you to view multiple reports about data in your system, which are referred to as widgets.

For many reports, you can display a report in multiple formats (pie, bar, column). You can also display the report data.

Add reports to the dashboard

  1. In the main menu, select Dashboard.
  2. In the Dashboard window, click Click to add. The Add new widget to dashboard dialog box opens.
  3. Select the report to display on the Dashboard. For more information, see Reports list pane.

    Alternatively, you can create a new report and add it directly to the dashboard. For more information, see How to work with reports.

  4. Click Add to add the report to the dashboard.

Dashboard user interface

UI Element Description

Displays the report data, or the data in a graph format.

Expands/collapses the widget window.

Enables you to:

  • Edit/remove the report.
  • Export the report to a CSV file.
  • Configure the width of the report on the page.

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