Create and Customize Dashboards

This tutorial describes how to manage dashboards in the Report and Dashboard Server.

Create a New Dashboard

Click the Documents button on the Report and Dashboard Server's toolbar to open the document screen.

This screen is available only if a user has a permission to access and customize documents.

Click the Add Document button and choose the Add Dashboard item in the list.

This opens the Web Dashboard Designer that allows you to bind a dashboard to data, add dashboard items, filter data, etc.

Save the Created Dashboard

After you created the dashboard in the Web Dashboard Designer, you can upload it to the server. Click the Dashboard Menu button and select Save.

rs-save-dashboard-menu

In the invoked dialog, specify the document name, select an existing category or create a new category, and type the revision comment.

The new dashboard becomes available on the Documents screen.

Edit an Existing Dashboard

Select the document in the list to see its details. Click the Edit in Designer button to open and customize this dashboard in the Designer.

Once you changed this document, you can click the Save button in the menu to save the revision. In the invoked dialog, specify the revision comment and click OK to upload this version to the server.

rs-save-dashboard-dialog

Preview a Dashboard

Click the Preview button or the dashboard name in the list to open this dashboard in the Web Dashboard Viewer.

Export and Import a Dashboard

Use the Export to XML button to export the dashboard layout to XML and download the resulting file.

You can also export the dashboard layout in the Dashboard Designer. Open the dashboard menu and select Export to XML.

rs-dashboard-menu-export-to-xml

To import the dashboard layout, click Import from XML in the menu. Use the Click to select an XML file button and locate the file with the XML extension in the invoked dialog. Alternatively, you can drop the file onto the Import from XML dialog. Then, click the Import button to open the layout in the Designer.

rs-dashoard-import-from-xml

Use the Revision History

Click the History button to view all the dashboard revisions.

rs-dashboard-revision-history-button

You can use the Rollback button to rollback to a specific document version.

rs-dashboard-revision-history-rollback

Click OK in the invoked dialog to confirm the operation.

rs-dashboard-revision-history-rollback-dialog

See Also