Configure Predefined Reports

Predefined dashboards are dashboards created for a specific user type - all the users in that user type will be able to see this dashboard tab by default. User types control the access to configure predefined dashboards in Core Application. The user (preferably, Administrator with configuration permission) can grant permissions to configure predefined dashboards for a user type.

To configure predefined dashboards:

1. Make sure that the user has permission to access dashboards from configuration page.
2. Navigate to the Dashboards page from the Configuration menu.
3. If the Available Reports pane does not appear, click the properties icon and select Configure current dashboard from the drop-down menu.
4. When you open the Dashboards page for the first time, dashboards will not be configured.

   This screenshot displays the default Dashboards page.

   

5. You can either click the New Dashboard button or select the menu item to add a predefined dashboard to create a new predefined dashboard.
6. You can select the user type from the page header and add relevant reports or dashboard charts to the dashboard to create a predefined dashboard for that user type.
7. Users in that user type will be able to view the predefined dashboard now.

   This screenshot displays the Dashboards page with predefined dashboard.

   

What to do next

Only those users that have permission to create predefined dashboard will be able to configure, rearrange, rename or delete predefined dashboards.

With predefined dashboards configured for that user type, users can view the dashboard. To view the parameters configured for a dashboard chart, you can click the options icon.

Options configured while creating the predefined dashboard will remain the same for all the users in that user type.