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  1. Home
  2. IT Analytics Help
  3. Section IV. End user
  4. Organize reports
  5. Create new dashboards and add reports

Create new dashboards and add reports

Dashboards provide a custom, at-a-glance overview by displaying reports you choose on a single page.

See Add an External Reference.

Dashboards created using this procedure can be modified using the Actions > Customize menu. See Customize a Dashboard.

To create a dashboard and add reports:

  1. Search and generate each report you want on your dashboard. Each report will display in a separate tab.
  2. Click Create Dashboard. A new blank dashboard is displayed.
  3. Click and drag the tab of each report you want to place on the dashboard. You can add multiple reports to a custom dashboard, but you are limited to four horizontal columns. You can resize row heights at any time using Set Layout.

    Note:

    A report that has been generated as a result of a drill down in another report cannot be saved or added to a dashboard because of the dependency with the parent report.

  4. As you drag the report on to the dashboard, areas are highlighted indicating the potential positions of the report. You can change the report's location by dragging it to a new position.
  5. Click Actions > Save.
  6. Specify the details on the Save Dashboard pop-up as described below:
    • Save the dashboard as: Assign a name to the dashboard. The maximum number of characters is 80.

    • Short Description: Provide a description that can help in searching the dashboard. The description can help to determine the intent of dashboard. This description is limited to 512 characters and is optional.

    • Long Description: Enter any additional details that you wish to specify regarding the dashboard. The details may included vendor-specific names or acronyms that may help in searching the dashboard. This description is optional.

    • Select a folder in: /home/My Reports: Dashboards are saved folders created inside /home/My Reports. Select a folder from the list.

    • Inventory Object Type: The inventory objects associated with the reports added on the dashboard are selected by default. You can add or remove the objects to override the default selection.

    • Subsystems: Specify one or more subsystems from which you want to view data on the dashboard. By default, the appropriate subsystem is selected.

    • Report Category: Assign a report category from the list. If you select a report category, you must set the Inventory Object Type and Subsystems values as well.

    • Inventory Defaults: Click to reset the default Inventory settings. This resets the default values under Inventory Object Type and Subsystems fields.

    • New Folder: Click to add a new folder under /home/My Reports and save the dashboard in it.

    Note:

    Reports on dashboards are treated as stand-alone instances and are not linked to the original report. For example, when a name or scope change is made in the original report, those changes are not reflected in the dashboard version.

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