Creating a dashboard

Creating a dashboard involves selecting a layout and a saved report for each dashboard panel.

Procedure

  1. Go to the dashboard tab
  2. Select the New button.
  3. Select a layout for the dashboard.
  4. For the KPI View layout, do the following:

    1. Choose the Select KPIs link.

    2. In the Select KPIs dialog box, select the context in the dropdown box.

    3. For each panel on the right, select the KPIs you want to view.

    4. Optionally, enter a title for each panel of KPIs.

    5. Select OK.

  5. For all other layouts, select a saved report for each dashboard panel by choosing the Select Report link. This displays a dialog box showing all saved reports.
  6. Select the Save button.