Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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Create a dashboard
A dashboard enables you to view multiple reports about data in your system.
To create a dashboard, follow these steps:
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In the System Navigator pane, select Reporting > Create New Dashboard.
The New Dashboard button is also available on the Search Dashboard page and any dashboard view pages.
- In the New Dashboard window, complete the necessary Dashboard properties.
- Click Save. A unique dashboard ID is automatically assigned to this dashboard and displayed in the Dashboard ID field.
- (Optional) Click Dashboard Content below the dashboard ID to open the dashboard and manage the dashboard contents. For more information about how to add reports to a dashboard, see Add reports to a dashboard
Dashboard properties
Note You must complete all fields marked with a red asterisk *.
The following fields and tabs are available both for defining a new report in the New Dashboard page and for editing an existing report in the Search Dashboard result page.
Fields and tabs | Description |
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Name ( *) | Type a word or phrase that is a unique identifier for this dashboard. It should be a value that makes it easy to understand the purpose of the dashboard. |
Description |
Enter a description for the dashboard. It is helpful for other users to understand the purpose and objectives of this dashboard. The description is displayed in the dashboard properties in the right panel of the Reports page when that report is displayed. |
Dashboard ID | The dashboard ID is automatically assigned to the dashboard and displayed in the Dashboard ID field after you save your dashboard. The Dashboard Content button is enabled at the same time for you to manage contents in the dashboard, such as adding or removing reports, dragging and dropping reports, or re-sizing reports. For more information about how to add reports to a dashboard, see Add reports to a dashboard. |
Permission |
The default owner is the current operator. You can change the owner and set the audience of this dashboard. Note You need to have the privilege to change the permission. Report Manager can share the dashboard to others. Only the Report administrator can change the dashboard owner. |
Related concepts
My reports
My dashboards
Report schedule and distribution
Report administration
Related tasks
Create a report
Create a dashboard
Create a report schedule
Related references
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