Setting Up Dashboards

You add, modify, and delete dashboard configurations on the Dashboard Configurations page.

Dashboards are a collection of analyses grouped together to return data. A dashboard contains analyses and prompts which filter information and other objects to present on one or more pages. You can configure dashboards to display an analysis in Oracle Permitting and Licensing by clicking the Reports and Analytics button in the global header on the Agency Springboard, and selecting the dashboard link.

For a list of delivered dashboards and their descriptions, see Permitting and Licensing Analytics.

Adding a Dashboard Configuration

1. Select the Setup and Maintenance tile on the Agency Springboard to access Functional Setup Manager.

2. From the Setup drop-down list, select your offering.

3. Select Analytics and Reporting from Functional Areas and then select the Manage Dashboard Configuration task.

4. On the Dashboard Configuration page, click Add.

5. On the New dashboard configuration drawer, enter values for the following fields:

   Page Element	Description
   Dashboard ID	Enter a unique name for the dashboard.
   Description	Enter a description of the dashboard
   Path	Enter the Oracle Business Intelligence (BI) Catalog portal path for the dashboard. For example, the portal path for the Permits dashboard is %2Fshared%2FPublic%20Sector%2F_portal%2FPublic%20Sector&page=Permits.
   Sort Order	Enter a unique integer in increasing order of value. This information is used to display the configured dashboards in ascending order under the Reports and Analytics button.
   Enabled	Turn on this switch to activate this dashboard.

6. Click Save.

You can access configured dashboards by clicking the Reports and Analytics button and selecting the dashboard link in the header on the Agency Springboard.

Modifying or Deleting a Dashboard Configuration

1. On the Dashboard Configuration page, select the configuration that you want to modify.

2. On the Dashboard configuration details drawer, you can:

   • Update the dashboard configuration field values.

     Note: You cannot edit the Dashboard ID.

   • Delete the dashboard configuration. You will be prompted to confirm the permanent deletion.

3. Click Save.

Creating and Editing Dashboards

If you are an advanced user and administrator who wants to modify and create analytics and reports, and perform generic setup and maintenance tasks for business intelligence that apply to some or all product families, see Oracle Applications Cloud documentation: "Analyses, Reports, and Dashboards Modification" in Creating and Administering Analytics and Reports.