Dashboard

Dashboard

A dashboard represents data visually from custom reports, in a chart, or table. The combination of a report and a chart is called a component. A dashboard can have up to 20 components in 3 separate columns.

Data visibility can be fixed or dynamic: fixed, the visibility of the data is defined according to the security Settings of that single specific active user (who must be able to see the data of the source report); Dynamic, data visibility is filtered based on the role of the user viewing the dashboard. Finally, an option exists on dynamic dashboards that allows the logged-in user to switch the active user with another user below him in the role hierarchy.

As for reports, dashboards can be shared by storing them in folders.

Once the dashboard is completed, users will be able to access the source report through the drill down by simply clicking on one of the components. The visibility of the data is of course respected according to the profile and the role of the running user.

Nota:

It is possible to use only custom reports to create a component. For Enterprise Edition, you can create up to 5 dynamic dashboards per organization.

Chart types with 2 axes: Bars (vertical or horizontal), Line, Funnel, Pie, Gauge, Table, Stacked Bars, Scatter.

Chart type with 3 axes: 100% Stacked Bars,  Side-By-Side Bars, Stacked Bars, Clustered Lines and Scatter.