Overview of Operational Dashboards
Dashboards provide enhanced reporting capabilities. They enable users to chart, evaluate, and (in some cases) even change key business data.
About Operational Dashboards
Operational dashboards provide greater visibility into your business process.
Each dashboard can have a maximum of four views. This includes list views, pivot views, or chart views. You can open a maximum of 10 dashboards at a time. Service Administrators, or any user who is granted either the Operational Dashboards - Manage role or Dashboard - Manage role can create and edit dashboards. The dashboard creator can also control access to the dashboard by granting permissions to one or more users, groups, or teams. Users who have been granted access to a dashboard can run the dashboard and view its data. The access only allows a user to view the dashboard. It doesn't extend their access to the underlying data. Therefore, a user can only view records based on their own access within the service.
Features of Operational Dashboards
Dashboards provide the following features:
- Visualize data interactively with a wide variety of chart types
- Obtain both high-level and detailed insights into the performance of your business processes
- Create filters at the dashboard level and at the individual view level
Filters created at the dashboard level are applied to all the views within the dashboard. After this, filters defined at the view level (if any) are applied.
- Control access to viewing dashboards
Note:
For Supplemental Data, modifying the calculation definition of an attribute after deployment, affects the results in Operational Dashboard and other grouped views (pivot, chart view and reports). Dashboard always use the latest calculation definition defined for the attribute.