Create and Customize Dashboards
- 2 minutes to read
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.
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.
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.
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.
Use the Revision History
Click the History button to view all the dashboard revisions.
You can use the Rollback button to rollback to a specific document version.
Click OK in the invoked dialog to confirm the operation.
