Configuring Dashboards

Selecting this header in the left pane shows a Report that has been designated as the Dashboard for this user’s role. For users without the Manage role reports permission, the primary panel will display “Dashboard not configured” if no Report has been designated as the Dashboard for this user’s role.

For users with the Manage role reports permission, the process of defining dashboards by role consists of four major steps:

1. Create or identify the Chart(s) needed for each Dashboard (refer to: How Do I Create Charts?)

2. Build a Report that include any combination of Charts, Text elements, and/or Table Views (refer to: How Do I Create Reports?)

3. Ensure the Role has access to the Report (refer to: Creating User Roles)

4. Select Reports from the left pane, then select [Manage Roles]

4. In the Role Dashboard Reports panel, select a Report for each existing role in this app, which will be shown as the Dashboard when users first access the app.