Dashboard Reports Overview

Dashboards are used for a variety of data to provide a quick, graphical view of report information for budgetary, investigative, compliance, and other process improvement purposes.

What Is a Dashboard?

The term dashboard refers to a list of small reports which are all displayed on the same page. Dashboard reports are configurable to allow end-users, managers, and administrators to view summary information and are generally smaller in size and include graphs or charts. Users can configure their personal dashboard so that they can quickly view the information that is most important to them.

Feature Description
Dashboards Menu

The Dashboards menu displays a list of dashboards that have been created by or shared with the user. The list provides a quick view of existing reports that can be accessed with one click. Each time a new dashboard is created, the dashboard is added to the menu in alphabetical order. Click the dashboard name to view the dashboard.

Dashboards Options

An Options drop-down displays in the upper-right corner with options to create, edit, copy, share, print, delete, and refresh the dashboard. See View Dashboards.

Dashboards Viewing Pane

Dashboards display in a center viewing pane to the right of the Dashboards menu. The title of the dashboard appears at the top of the viewing pane. Each associated chart for the dashboard displays in the viewing pane with options to edit, print, delete, and refresh the report. See View Dashboards.

Report Widget Each dashboard displays as a widget box that includes the dashboard chart and report data. See View Dashboards.
Report Widget Options Each widget includes an Options menu. This menu only appears by hovering over the upper-right corner of the widget box. The options that are available are dependent upon the user's permissions. See View Dashboards.

How Do I Access Dashboards?

To access Dashboards, go to Reports > Dashboards.

What Permissions Do I Need?

The following permissions apply to the Dashboards functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Dashboard - Create Grants the ability to create a dashboard of one or more graphical standard reports that can be saved and refreshed at-will to update the results on an ongoing basis. User must also have permission for at least one of the standard reports that are designated for use in dashboards. If a user does not have permission to view a report type, the user cannot add that report type to the dashboard. Reports - Dashboards
Dashboard - Share Grants the ability to share a dashboard created by self with other users within the portal who may then view and refresh the results of the dashboard at-will. This permission works in conjunction with the Create Dashboard permission. Reports - Dashboards
Dashboard - View Grants the ability to view dashboards created by self or shared by others. User must also have permission to view the standard or custom reports that are included in any shared dashboards. If a user does not have permission to view a report type, the user cannot view that report type within the dashboard. This is an end user permission. Reports - Dashboards

Note: Access to a specific dashboard also requires permission to view the associated standard report. See Security Permissions.

How Many Dashboards Can I Create?

There is no limit to the number of dashboards you can create. When creating dashboards, you can add up to nine widgets to a dashboard.

Browser Compatibility

  • This feature is compatible with all Cornerstone supported Internet browsers.
  • The drag and drop feature on the Dashboards viewing panel is not compatible with IE7.
  • This feature is not compatible with IE6, which is not a Cornerstone supported browser.
  • This feature does not support IE browsers running in Compatibility mode.

Data Loading

Users will experience a slight delay in processing while the data for a dashboard loads.

Additional Dashboards Online Help Topics

  • Add Dashboard - This topic explains how to add new report widgets to your dashboard.
  • Add Published Widgets to Dashboards - This topic explains how to add published widgets from the Custom Report Builder to your dashboard.
  • Copy Dashboard - This topic explains how to copy a dashboard.
  • Dashboard Report Types - This topic lists the different dashboards that are available. Dashboards are available based on your standard report permissions.
  • Edit/Copy Report Widget - This topic explains how to edit and copy a report widget.
  • Edit Dashboard - This topic explains how to edit your dashboard, such as changing the dashboard title and description, as well as adding new widgets.
  • Share Dashboard - This topic explains how to share your dashboard.
  • View Dashboards - This topic explains the dashboard viewing pane, as well as the Options drop-down on the dashboard and the options available within an individual widget.
  • View Report Data Details - This topic explains the View Details option, which displays in the options drop-down for each individual widget.

Recommended Reports

A complete list of recommended reports for managers, learning, performance, and succession is available in the OnDemand Support folder:

Frequently Asked Questions (FAQs)

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