Use > Service Manager Reports > My dashboards > Create a dashboard

Create a dashboard

A dashboard enables you to view multiple reports about data in your system.

To create a dashboard, follow these steps:

  1. 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.

  2. In the New Dashboard window, complete the necessary Dashboard properties.
  3. Click Save. A unique dashboard ID is automatically assigned to this dashboard and displayed in the Dashboard ID field.
  4. (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
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 topics

My reports
My dashboards
Report schedule and distribution
Report administration

Related topics

Create a report
Create a dashboard
Create a report schedule

Related topics

Report descriptions and usage