Dashboard Views

It is possible to create a number of Views for a Dashboard with different Filters applied to allow the data to be presented in a number of different ways.

To add a View to a Report, go to Start > Dashboards to and open your Dashboard. You will then see the option to Edit this Dashboard.

Once you are in edit mode, navigate to the Views Tab (there will always be at least one View called Default). This View can be edited if needed by using the Pencil Icon. From this Tab you can see which Views are available for Users as well as which View is set to the Default view.

To create a new View, click the Add Button. This will create a new dialogue box that allows you to name and position your newly created view.

Once you have named the View you can decide whether you want this to be set as the Default View for Users as well as whether it is shown or not. Additionally, a Description can be added to provide a short summary of what the View contains.

Filters can be added to a specific View, and once the View has been saved the Filters tab will appear. Filters are view specific to each View and can be added from either the View or from the Item on the Dashboard. More information on setting up Views can be found on the Knowledge Base.

Once you have have set up your View you can run the Dashboard. The View will now appear under the Views section like it would with a Landing Page.

If the Default view checkbox is checked on the View then when the Dashboard is ran this will be the View that will be the one loaded when the Report is run.

The Default View will also include any filters applied to the View for Users to see.