Reporting 2.0 Widgets

The Reporting 2.0 tab in Dashboards shows all charts that you have created in Reporting 2.0 and published as dashboards. Charts are published by toggling on the Publish to Dashboards option in the Report Properties.

To access Dashboards, go to Reports > Dashboards.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Dashboard - Create Grants the ability to create a dashboard of one or more graphical standard reports and/or charts 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, or for a Reporting 2.0 report with chart that has been published to 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 - View

Grants the ability to view dashboards created by self or shared by others. User must also have permission to view the standard, custom or Reporting 2.0 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

Add Reporting 2.0 Widget to Dashboard

You can add a Reporting 2.0 widget to any dashboard. To add a widget:

  1. Click Edit from the Options drop-down for the dashboard.
  2. Click Add Widget. This opens the New Widget page.
  3. Select the Reporting 2.0 tab.
  4. Select a widget from the Reporting 2.0 tab.
  5. Click Next. This adds the widget to the dashboard.
  6. Click Save. This saves the changes and refreshes the data in the widget.

Create New Reporting 2.0 Widget

New Reporting 2.0 widgets are created in Reporting 2.0 by adding a chart to a report and publishing the chart as a dashboard. See the following for information about creating reports and charts and publishing the chart to Dashboards:

  1. See Reporting 2.0 - Create Report.
  2. See Reporting 2.0 - Charting.
  3. See Reporting 2.0 - Publish to Dashboards.