Viewing and Opening Dashboards

Viewing Existing Dashboards

To view the dashboards, from Home, click Tasks, then Operational Dashboards .

The Operational Dashboards page appears with the list of existing dashboards.

Opening a Dashboard

To open a dashboard:

1. Access the Operational Dashboards page. This page displays the list of existing operational dashboards.

2. (Optional) Use the Search box to search for a particular dashboard.

3. Click the name of the dashboard that must be opened.

   The dashboard opens within a new dynamic tab next to the Operational Dashboards 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).

On each view in the dashboard, you can:

• Refresh a view in the dashboard using the icon (at the dashboard level).
• Expand or collapse a view in the dashboard using the icon.

The following image shows the options available when you open a dashboard.