Home > Reporting > Building Dashboards
Building Dashboards
Dashboards are consolidation of pieces of reports to portray a quick glance of information. It can pull on Fields, Summary, Chart or Gauge sections of a report.
Check out Izenda Wiki for additional information.
From the Report List screen, click on "Create a New Dashboard" or hover over an existing dashboard to edit something which was previously created.
| Option |
Purpose |
| Report List |
Displays all the reports the user has access to based on security settings. |
| New |
Will create a new dashboard. |
| Save |
Will save the current dashboard. This should be done prior to pressing the Preview link. |
| Save As |
Saves the current dashboard with a new name. |
| Print |
Option to print the dashboard as either a PDF or HTML |
| Preview |
Previews the dashboard. |
Mapping the Reports
Each slot allow for input of the report and details to display.
| Section |
Purpose |
| Title |
Define the name of this dashboard. |
| Report |
Drop-down provides reports to select. |
| Records |
Drop-down defaults to 100 but can be lower or higher. Determines the how many records can be seen in this view. |
| Report Part |
Drop-down updates based on report selected to determine what part of the report to display. |
See also
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