How You Use Dashboards

You can open dashboards just as you would open a regular report from the Reports explorer or one of your navigation lists.

Dashboards can also be opened from links you add to reports. When you open a dashboard, it loads with current report data. You can also queue dashboards to view them at a later time.

The dashboard includes options similar to those accessed from the Report tab when viewing a report. The dashboard also includes docked filters that are common to the reports in the dashboard and may include tabs to access reports on other dashboard pages.

Every report in a dashboard is fully functional, so you can access the standard options available when viewing a report. For instance, you can change the report’s sort order, modify column formatting options, and search for information in only one of the dashboard’s reports. If the report and your permissions allow it, you can access records shown on a report by double-clicking them, or by right-clicking them and selecting from menu options that display. Reports viewed on dashboards also support inline editing, so you can quickly edit records shown on dashboard reports.