Creating / Editing a Report/Dashboard

 

When users open a report/dashboard, clicking the  or  will display the Dashboard/ Report Edit screen to allow the user to create or edit the report/dashboard.

 

The initial screen when creating a report/dashboard will look as below.

 

 

This is the main screen where you create or edit a report/dashboard. There are several steps in creating or editing a report/dashboard. They are as follows:

 

§ Configuration and Data Sources selection

 

§ Report/Dashboard Placement

 

§ Selected Report/Dashboard Properties

 

 

When editing a report/dashboard the initial screen will look as follows. Clicking on left hand pane for ‘Configuration/Data Sources’ will pop out ‘Configuration and Data Sources’ window for editing.