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Dashboards

Dashboards

The Dashboard Homepage shows a list of the dashboards that are available to you. Dashboards can display saved requests, images, charts, tables, text from Oracle CRM On Demand Answers, and links to Web sites and documents. A dashboard consists of one or more pages, which appear as tabs across the top of the dashboard.

Oracle CRM On Demand provides prebuilt dashboards. In addition, users who have the Manage Dashboards privilege in their role can create interactive dashboards that provide customized views of corporate and external information. If your role has this privilege, you can use the Dashboard Editor in Oracle CRM On Demand Answers to add content to an interactive dashboard by dragging and dropping the content from a selection pane to the dashboard layout page. The layout page consists of columns to align the content, and each column contains sections that hold the content. The appearance of a dashboard, such as the background colors and the size of text, is controlled by styles. You can also change the dashboard appearance, using the cosmetic formatting dialog box.

While viewing dashboards you can also:

• Change the dashboard order. For more information, see Changing the Dashboard Order.
• Manage Dashboards, including changing visibility to dashboards. For more information, see Managing Dashboards.

NOTE: You cannot change the prebuilt dashboards provided in Oracle CRM On Demand, but you can hide them. For more information, see Displaying Dashboards.

Interactive dashboards can contain three types of content:

• Dashboard objects
• Content that is saved in the Oracle CRM On Demand Presentation Catalog
• Views of folders in the Oracle CRM On Demand Presentation Catalog

Restrictions That Apply When Creating or Viewing Dashboards

When creating or viewing interactive dashboards, note the following restrictions:

• A user who creates or edits an interactive dashboard can add any reports to the dashboard to which he or she has access.

  The reports are stored in folders. Access to these folders is determined by user roles. The Manage Dashboard privilege allows users to create and edit interactive dashboards. It does not include the Manage Custom Reports privilege. The Manage Custom Reports privilege provides full access to all report subfolders and reports under the Company Wide Shared Folder. For more information about folder visibility, see the Reports and Setting Up User Visibility to Shared Report Folders topics.

• The reports that are added to the interactive dashboards might not be visible to all users in the company. Access to reports depends on the user role.

  If a user’s role does not allow the user to view a certain report on a dashboard, then an error message is displayed on the dashboard.

• If a report is deleted after it has been added to a dashboard, a user editing the dashboard sees an exclamation mark (!) beside the report name in the Dashboard Editor. If a user is viewing the dashboard, then an error message is displayed.
• The periods in your reports might be based on your company's fiscal calendar, which might differ from a standard calendar. For example, your company's fiscal year might begin on June 1 of each calendar year. If your company has recently changed its fiscal calendar year in Oracle CRM On Demand, then review historical analyses with caution if they span multiple years. If data in your reports is based on your previous fiscal calendar, then it cannot be aligned with data using a new fiscal calendar.

The following table describes the terms in the Dashboard Editor in Oracle CRM On Demand Answers.

Related Topics

See the following topics for related information:

• Managing Dashboards
• Reports