Dashboards
You can create and display Dashboard views with several selected views displayed on a single page.
Context Menus
At the folder level:
Right-click Option | Description |
---|---|
New Dashboard |
To create a new dashboard. |
New Folder |
To create a new folder. |
Rename Folder |
To rename a folder. |
Delete Folder |
To delete a folder. |
At the dashboard level:
Right-click Option | Description |
---|---|
Open |
To open the dashboard. |
Open in Sample Mode |
To open the dashboard with limited data (top 100). Refer to Sample Mode for Dashboards for more details. |
Design Dashboard |
To open the Dashboard Designer. |
Add to Favorites |
To add the dashboard to the Favorites tab. |
Rename Dashboard |
To rename the dashboard. |
Delete Dashboard |
To delete the dashboard. |
Properties |
To see dashboard properties. |
Set as Landing Page |
To set the dashboard to be opened automatically when the user logs in. |
Subscribe |
To configure the distribution for the current user on the selected View. |
Manage Documentation |
To select files to upload as reference documents for the users. Add as many files as needed. |
Notify Users About Modification |
To set notifications. |