Skip to main content

logoCorrectSize.png

Adaptive Insights LLC.

Create Shared Reporting Dashboards

If you are an administrator with Admin Dashboards permission, learn how to create, share, and assign dashboards to levels in the organization structure. To view the newly shared dashboard links in the main navigation menu under Reports > Reporting Dashboards, log out and log back in to the application.

New to dashboards? See Dashboard Overview.

Note: The reporting dashboards referenced here an not related to Dashboards available from the main navigation menu. See Using Dashboards.

Share Standard Dashboards

Standard dashboards can contain up to nine graphical reports. You can include only shared matrix reports that have the graphical report option turned on. You cannot add graphical reports with prompting parameters to standard dashboards. For more information see Reports.

 To create a standard dashboard:

  1. Navigate to Modeling > Model Management > Others > Reporting Dashboards. 
    A list of shared standard dashboards appear. You can create, edit, or delete dashboards from this page. 

  2. Select New Dashboard

  3. Enter a name for the dashboard. This is the name users see on the Reporting Dashboards menu.

  4. Specify which levels the dashboard is visible on and select Done

  5. Specify the layout for the dashboard (rows x columns).

  6. Navigate through the Shared Reports folders and locate a report to add to the dashboard. You can also search for reports.

  7. Drag the report to the layout area.

  8. Enter a header for the report and specify a header color.

  9. When you've finished adding reports to the layout, save your changes.

Share Report Dashboards

Report Dashboards contain a single report. You can include any shared report that is not a repeating report, a static report (except for .txt and .html type files), a report book, or a report with prompting parameters to a report dashboard.

To create a report dashboard:

  1. Navigate to Modeling > Model Management > Others > Reporting Dashboards.
    A list of shared report dashboards appear. You can create, edit, or delete dashboards from this page. 

  2. Select New Report Dashboard.

  3. Enter a name for the dashboard. This is the name users see on the Reporting Dashboards menu.

  1. Specify which levels the dashboard is visible on and select Done

  2. Navigate through the Shared Reports folders and locate a report to add to the dashboard. You can also search for reports.

  3. Drag the report to the layout area.

  4. Save your changes.

  • Was this article helpful?