Viewing and Opening Operational Dashboards
Viewing Existing Dashboards
To view the dashboards, from Home, click Dashboards, then Operational Dashboards.
The Operational Dashboards page appears with the list of existing dashboards.
Opening a Dashboard
To open a dashboard:
-
Access the Operational Dashboards page. This page displays the list of existing Operational dashboards
-
(Optional) Use the Search box to search for a particular dashboard.
-
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.
![Image of a dashboard showing the available options Image of a dashboard showing the available options](img/view-open-dashboard.png)