Report/Dashboard – Properties

 

 

On the right-hand pane, a user can edit the Properties of a selected component in the dashboard. The available options are as follows:

 

§ Swap with - Choosing another component on the dashboard would allow the user to swap components with the selected component or Id to move each component to another place on the dashboard.

 

§ Refresh Period - User can set a time to refresh=h this component within the dashboard.

 

§ Data Source - Select the Data Source that will be used for this component.

 

§ Template - This allows the ability to copy a component from one dashboard to another.

 

 

    Add a template that can be copied into another dashboard by choosing .

 

    Select a spot on the dashboard and click Apply  to copy in Component (thus will automatically copy Configuration as well as Settings.)

    Remove A picture containing logo

Description automatically generated will delete template from list to reduce clutter of components available.

 

§ Components - Select the report (tabular or matrix), graphical, radial or web link component. Each of these components are described in detail in next section.

 

§ Settings - The options available here will depend on the components selected.

 

§ Save  - This will save the report/dashboard.

 

§ Save as   - This will allow the user to copy this report/dashboard to a different name.