Adding a Report Snapshot Portlet
You can add Report Snapshot portlets to some dashboard pages. The report snapshots that are available for display in a dashboard portlet depend on your role and the features you have enabled. A report snapshot is available to you if you have permission to view the underlying report's data.
To add a Report Snapshot portlet to a page:
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Click Personalize in the upper right corner of the dashboard. You can also use the Personalize Dashboard link in the Settings portlet.
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On the Report Snapshots tab of the Personalize Dashboard palette, click the Report Snapshots icon or drag it onto the dashboard.
If the Report Snapshots tab does not display in the Personalize Dashboard panel, it means you cannot add Report Snapshot portlets to this page.
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Click Set Up in the portlet’s menu to select the report snapshot you want to be displayed in the portlet.
The snapshots you have added appear in portlets on the page. When you log in, the information in each portlet refreshes.
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You can manually refresh report snapshot data at any time by clicking the portlet's Refresh icon.
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You can click a thumbnail in the portlet to change the type of chart used to display data. For most snapshots, choices are line, bar, column, or pie charts.
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You can change the dates for displayed report snapshot data using the dropdown list in the portlet.
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You can expand the portlet to full-screen view by clicking the double arrow icon
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You can select a menu option to print the portlet content, to download content to a PNG, JPG, PDF, or SVG file, or to view the underlying report.
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You may be able to change layout options for report snapshot data by clicking Set Up, if it is available. Layout options include whether to display report results in a list or a graph, the default chart type for the graph, the theme and background for the chart, how many results to display, and the order in which to display results. For more information, see Setting Up a Report Snapshot Portlet.
Notes:
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Comparative sales report snapshots have different setup options than other types of report snapshots. For details, see Setup Options for Comparative Sales Report Snapshots.
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Report snapshot list text truncates at 25 characters when the report snapshot portlet is in the left or right dashboard column. To avoid this truncation, place the portlet in the middle column. Also, report snapshot list amounts are rounded to the nearest whole number and do not display decimal places.