1. Using B2C Service
  2. Add a Text Field to a Dashboard

Add a Text Field to a Dashboard

You can add predefined text fields to your dashboard, or you can add custom text fields you create in the Text Fields explorer. You can also add new text fields you create from the dashboard design center.

The dashboard’s page header, dashboard header, page footer, and dashboard footer sections all accept text fields. See Create a Text Field for information about creating custom text fields. After you add a text field to a dashboard, you can modify its text, fonts, colors, and borders to tailor the text field to the dashboard’s audience. These edits to the text field are specific to the dashboard and do not affect the original text field. This lets you customize the same text fields for different dashboards.
  1. Add the dashboard section to the design surface that you want to add the text field to.
    1. To add the dashboard header or footer sections, click the Display tab and select the Dashboard Header or Dashboard Footer check box.
    2. To add the page header or footer sections, click the Page Setup tab and select the Page Header or Page Footer check box.
  2. If you want the text field to be automatically positioned on the dashboard, click the dashboard section, click the Options tab, and click Automatic. See Overview of Dashboard Section Layouts.
  3. To add a preconfigured text field to the dashboard, click the Display tab and then click Text. The Insert Text Field window opens.

    The window displays standard text fields and custom text fields that you have added in the Text Fields explorer. The text fields’ default fonts, colors, and other attributes are reflected in the display.

  4. Click the text field you want to add to the dashboard. The Insert Text Field window closes, and the cursor displays the name of the text field you're adding when you hover over dashboard sections that accept text fields, such as the dashboard header.
  5. Click the dashboard section on the design surface where you want to add the text field. The text field is added to your dashboard.
  6. To add a new text field that's not in the Text Fields explorer, click the Options tab and click Add Text Field. The text field is added to the dashboard section with default text and text attributes which you can then edit. See Edit a Text Field in a Report.
  7. Click Save.