Dashboards are a way of displaying multiple Reports at once so, for example, they can be displayed on big boards in the office, for a User to monitor themselves or to compare the results between each Report shown.

Users can be set to sign on to the Dashboard screen directly in the User Profile setup.

The Default Dashboard setting in the Defaults and Filters heading in the User Profile also controls which Dashboard(s) each Person can view.

To Set up a Dashboard

To create a new Dashboard go to the Menu options, Setup > Dashboards

Here you can create a new Dashboard by clicking the button. (If you want to edit an existing Dashboard simply click on the Dashboard Name.)

In the popup, it will ask you to add the name and the width of the Dashboard. The width is needed so you can ensure the Dashboard will display correctly on the screen you are viewing it on.

When creating a new Dashboard you will be presented with the Configure page:

Here is where you select what Reports you want to be displayed. You select them by clicking on the drop-down in the top left corner and pressing Add.

NOTE: It is possible to also include a Formatted Report on the Dashboard. Click here for more information on Formatted Reports.

Once you have added the Reports you need you can see there are options to edit the Width, Height and Type of the Report

The size of each Report can be set to suit the layout of the particular Dashboard by changing the width and height of the Report.

If the Type is Table (a List or Table of Data) the Height can be set to zero, this will make the system automatically size the height according to the amount of Data is listed.

Each Report can be displayed in one of six ways and this is selected under the drop-down of ‘Type’:

The Linebreak option will force the Report listed below to show the Report which has this option ticked. By default, the Reports will sit side by side if there is room in the Dashboard width.

Click the button to remove a Report from the selections.

To rearrange the selected Reports simply click and drag them up or down.

All changes are saved automatically so you will just need to select View to see the dashboard you have created. Alternatively, you can go to the Menu option, View > Dashboard.

When viewing the Dashboard you can select the option for it to automatically refresh every 60 seconds so the results shown are up to date. There is also the option to go back to the configure page by clicking.