Viewing and Opening Operational Dashboards
Viewing Existing Dashboards
To view the dashboards, from Home, click Tasks, then Dashboards.
The Operational Dashboards page appears with the list of existing dashboards.
Opening a Dashboard
To open a dashboard:
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Access the Operational Dashboards page. This page displays the list of existing Operational dashboards
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(Optional) Use the Search box to search for a particular dashboard.
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Click the name of the dashboard to open.
The dashboard opens within a new dynamic tab next to the Operational Dashboard tab.
You can perform the following actions on the dashboard:
- Click any area or total, in any view, to drill down into the individual records that comprise that area or total.
- Edit the dashboard settings using the icon.
- Refresh all the views in the dashboard using the icon (at the dashboard level).
- Use filters that were created at the dashboard level. See Applying Filters to Data Displayed Within Operational Dashboards.
On each view in the dashboard, you can:
- Refresh all the views in the dashboard using the icon (at the dashboard level).
- Expand or collapse views in dashboard views using the icon.
- Use filters that were defined at the view level. See Applying Filters to Data Displayed Within Operational Dashboards.
The following image shows the options available when you open a dashboard.