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.
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.
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.
- 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.
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.
A complete list of recommended reports for managers, learning, performance, and succession is available in the OnDemand Support folder:
- See Recommended Standard Reports for Managers.
- See Recommended Standard Reports - Learning.
- See Recommended Standard Reports - Performance.
- See Recommended Standard Reports - Succession.
Frequently Asked Questions (FAQs)
In such cases, you can leverage standard and custom reports to create the output you are looking for. Standard reports provide pre-configured report options, and custom reports let you design the report yourself.
While this information cannot be obtained from a dashboard, you can create a Transcript Custom Report that will provide this information. The report can be scheduled to run daily, weekly, monthly, or once. The report creator can have the report sent to their email address. Further, you can share the report, although the report can only be emailed to the report creator.
To create this Transcript Custom Report, complete the following steps:
- Navigate to .
- Enter a title for the report in the Report Title field.
- Add the following fields to the report:
- User Full Name
- Assignment Training Title
- Filter the report by the Assigned field, with the operator as "is" and the value as "True." You can also filter by the Assignment Training Title field with the operator as "is not empty."
- Summarize the report by the Assignment Training Title field.
- Schedule the report on the Schedule tab. You can have it run once, daily, weekly, or monthly. Be sure to check the Schedule report for shared users also field if you are sharing the scheduled report.
- Deliver the report to your email address or an FTP server by checking the appropriate options on the Delivery tab.
- Click the button to preview and review the report data.
- Click to save the report.
The scheduled report will be sent to the delivery location selected on the Delivery tab. If you shared the report, then the shared users can access the report from their main custom reports page.