Edit Dashboard Options

Dashboard options let you modify numerous aspects of the dashboard that change how the dashboard appears and functions.

You can select the time zone that should be used for the reports in the dashboard, change the dashboard owner, and modify settings that impact how the dashboard functions when it's opened for viewing. You can also configure automatic refresh of the data shown in the dashboard’s reports, select data source options, add notes to the dashboard, and change the image displayed for the dashboard in report lists. These and other options are described in the following procedure and are also addressed in How You Search Dashboard Reports.

1. Click Options on the Home tab, and then select More Options to open the Edit Settings window.
   Note: Most dashboard options can be selected from the Options button without opening the Edit Settings window.
2. Enter field information.

   Edit Settings Window

   Field	Description
   Time Zone	Click this drop-down list to select the time zone to be used with the dashboard’s reports. The dates and times listed in the report output, filters, and parameters are adjusted according to the time zone that's specified. The available options are: Same as Interface—The time zone is the same as that set for the interface. This is the default setting. Same as Account—The time zone is the same as that of the staff member who's using the dashboard. See Add or Edit a Staff Account. A specific time zone you can select from a list of standard time zones.
   Owner	Click this drop-down list to select a dashboard owner. Only the dashboard’s owner can view or edit the dashboard, unless the owner makes the dashboard public and grants permissions to other profiles. See Set Dashboard Permissions. Changing the owner of a private dashboard makes the dashboard unavailable to the previous owner.
   Open dashboard without prompting for search parameters	Select this check box to open the dashboard using the default runtime filters for the reports. If this check box isn't selected, the Search window opens for the dashboard’s reports before the dashboard displays. Selecting this check box does not prevent the Search window from opening if a report has a required runtime filter. See How You Search Dashboard Reports.
   Refresh dashboard when data shown is changed due to an action initiated from this dashboard	Select this check box to automatically refresh the dashboard’s reports when you initiate an edit from one of the reports in such a way that the reports’ contents would change. The dashboard is refreshed only if a record is edited in such a way that the record no longer matches the dashboard reports’ search criteria.
   Combine filters on the same field in search dialog	Select this check box to combine filters on the same field used in multiple reports on the dashboard. For example, multiple reports on the same dashboard might all have filters to search by contact email address. If this check box is selected, the dashboard’s Search window joins these into one common filter for this field. All the reports that have this filter are filtered on the search value entered for the common filter.
   Combine filters with the same name and type in search dialog	Select this check box to combine filters that have the same name and filter on different fields with the same data type. For example, if there are two filters both named Contact, and one filter searches a text field for first name, and the other searches a text field for last name, these filters can be joined into one common filter. The search value entered for the common filter is checked against both the first name and last name fields.
   Cache the drilldown levels for all reports	Select this check box to automatically cache the data in report levels when they're displayed. When you open a dashboard with this option enabled, the data shown on the reports’ initial output levels is stored on your workstation. When you drill down on a report to view another output level and then return to the report’s top level, it loads quickly since the data you’re viewing is cached on your workstation. The cache is cleared when you close the dashboard. If this option isn't selected, the database is queried every time you view an output level to ensure the most recent data displays even if you have already viewed the level. This default functionality can result in longer page load times than necessary when viewing reports with data that does not change frequently. This option is also available for individual reports. When using a dashboard that has this option enabled, the dashboard’s setting overrides the settings in the dashboard’s report.
   Undock docked filters	Select this check box to not dock filters on the dashboard that are docked in the dashboard’s reports. If this check box isn't selected and a report on the dashboard includes docked filters, the filters are displayed in the dashboard’s Search window, and are also docked above the reports in the dashboard.
   Allow server to change the data source as necessary	Select this check box to allow the data source to automatically change if necessary to allow the dashboard to run. For example, if a dashboard is configured to run on the operational database but is unable to do so due to data constraints, selecting this check box allows the dashboard to run on the report database (also referred to as the replication database). Clearing this check box forces dashboards to run on the data source that's selected. This check box is cleared automatically any time the data source is changed on the Edit Settings window.
   Set report to deferred execution	Select this check box to automatically queue the dashboard when it runs. If the dashboard is automatically queued the next time it runs due to meeting queuing criteria, this option is selected automatically. To prevent the dashboard from being queued when it’s next run, edit the dashboard and clear this check box.
   Data Source	Select which database you want the dashboard to run on. You can select the operational or the report database. See Overview of Report Databases for information about these data sources. This option is available only if your site has a report database. If your site does not have a report database, contact your Oracle account manager for more information.
   Operational Database	Select this option if you want the dashboard to run on your operational database. This option is helpful if you need the dashboard to return the most current data available.
   Report Database	Select this option if you want the dashboard to run on your report database. This option is helpful if your dashboard queries a large amount of data since the query size restrictions on report databases are more relaxed than those on operational databases.
   Refresh current drilldown levels	Select this check box to automatically refresh the data shown on drill-down levels when the dashboard’s display is refreshed without returning to the top levels of the dashboard’s reports. When this option isn't enabled and the dashboard is refreshed, drill-down levels shown on the dashboard automatically return to the top level of the dashboard’s reports.
   Automatically refresh dashboard at a regular interval	Options in this section let you configure automatic refresh of the data shown in the dashboard’s reports to ensure the most recent data displays.
   Delay non-focused tab report execution	Select this option to prevent reports on dashboard tabs that you’re not viewing from loading in the background. Selecting this option can improve dashboard performance by reducing the amount of time it takes for the dashboard to initially load.
   Auto-refresh options visible at runtime	Select this check box to add an arrow on the Home tab’s Refresh button. Clicking the arrow displays options to let staff members enable or disable automatic refresh and change the interval time. When this check box isn't selected, the Refresh button refreshes the dashboard’s data only when the button is clicked.
   Auto-refresh enabled by default	Select this check box to enable automatic refresh of the data shown in the dashboard’s reports.
   Interval	Enter the number of seconds after which the data shown on the dashboard is automatically refreshed.
   Image	Click Change to select a different image to display next to the dashboard in lists such as navigation lists. When selecting the new image, you can pick from a list of standard images or from custom images that have been added in the Images explorer. See Images Explorer.
   Notes	Enter any text you want to add as a note to the dashboard. The note displays on the Edit Settings window, but cannot be seen by individuals viewing the dashboard.

3. Click OK.