Creating your First Dashboard

Last Updated: 07/06/2016 Introduced in Verision: 2.0

A dashboard is a page that displays and organizes data so that it is easy to analyze. Dashboards use reports, charts and other components to allow users to quickly and easily interpret information.

Customize a dashboard by basing its components on reports related to almost any entity. A bar chart or pie chart can provide the user with a tool for quick analysis. A Report Viewer component can display any report. An Entity Scroller component tracks the data in a report you select.

The data on a dashboard is updated whenever the user opens the page containing the dashboard, so users always have access to current information.

Build a dashboard in the Page Designer, and set the dashboard component’s properties in the Properties panel.


In the example, add a Report Viewer, an Entity Scroller, a bar chart and a pie chart to a dashboard, then set each component’s data source.


Begin by navigating to the folder that should contain the dashboard, and selecting Manage > Page: Create New Page from the folder action menu.


In the Page: Create New Page pop-up, give the page a name and click Create Page.

CreatePage Screenshot

In the Page Designer, begin building our dashboard by dragging the components of our dashboard to the workspace. From the Components panel, under the Reports category, we drag a Report Viewer component to the workspace.
04.-Drag_Report_Viewer.pngThen, we drag an Entity Scroller component to the workspace and place it below the Report Viewer.



Next, we add a bar chart to the dashboard. Under the Charts category, we select the Bars component and drag it to the workspace, placing it to the right of the Report Viewer.



Finally, we add a pie chart by dragging the Pie component to the workspace, placing it below the bar chart.


Now that we’ve added the components to the dashboard, we set their data sources in the Properties panel.
First, we select the Report Viewer and, in the Properties panel, we open the Default Report selector to choose the data source.


In the Picker pop-up, we select the report to be the displayed on the Report Viewer, then click OK.



We next set the source for the Entity Scroller by selecting it in the workspace, then selecting the source in the Properties panel in the Entity Source drop-down list.




We set the source for the bar chart by selecting it in the workspace, and opening the Source selector in the Properties panel.

In the Picker pop-up, we select the source for the bar chart, then click OK.


We have now finished configuring the dashboard, so we save the page and close the Page Designer.

The new dashboard displays with the components and data as we set it up.


Additional Resources