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. 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.

Create a Dashboard   Additional Information   Training and Troubleshooting Resources
  1. Go to Reports > Dashboards.
  2. Click the New link on the Dashboards page.
  3. Enter a name and description.
  4. Add report widgets.
  5. Configure report criteria for the widgets.
  6. Click Save.