When you create categories, relevant graphs can be automatically created and saved. These automatically-generated graphs are listed in the graph lists and can be included in any tab within Forms or Dashboards.
When you drill down to Dashboards from a scorecard or an investor map, the system looks for the associated dashboard to display. If none was associated, an automatic dashboard is generated. These automatically-generated dashboards are created ad-hoc and are not listed in the system. If you want to customize or print an automatic dashboard, you need to save it. Once saved, the dashboard is part of the dashboards list and is accessible like any other dashboard in the list.
To save an automatic dashboard:
- Select Save As from the Dashboard menu. The Save Automatic Dashboard dialog box opens.
- Enter the Name of the dashboard.
- Enter the location of its Home Folder.
- Enter the Name of the tab.
- Enter the location of its Home Folder.
- Check the "Make these the Item Dashboard and Tab for... " checkbox if you want the saved dashboard to replace the automatic dashboard at whatever system location you drilled down from.