Viewing and Opening Operational Dashboards

Viewing Existing Dashboards

To view the dashboards, from Home, click Library, then Operational Dashboards.

The Operational Dashboards page appears with the list of existing dashboards.

Opening a Dashboard

To open a dashboard:

1. Access the Operational Dashboards page. This page displays the list of existing Operational dashboards

2. (Optional) Use the Search box to search for a particular dashboard.

3. 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.