Create new dashboards and add reports
Dashboards provide a custom, at-a-glance overview by displaying reports you choose on a single page.
See Add an External Reference.
Dashboards created using this procedure can be modified using the menu. See Customize a Dashboard.
To create a dashboard and add reports:
- Search and generate each report you want on your dashboard. Each report will display in a separate tab.
- Click Create Dashboard. A new blank dashboard is displayed.
- Click and drag the tab of each report you want to place on the dashboard. You can add multiple reports to a custom dashboard, but you are limited to four horizontal columns. You can resize row heights at any time using Set Layout.
Note:
A report that has been generated as a result of a drill down in another report cannot be saved or added to a dashboard because of the dependency with the parent report.
- As you drag the report on to the dashboard, areas are highlighted indicating the potential positions of the report. You can change the report's location by dragging it to a new position.
- Click Actions > Save.
- Specify the details on the Save Dashboard pop-up as described below:
Save the dashboard as: Assign a name to the dashboard. The maximum number of characters is 80.
Short Description: Provide a description that can help in searching the dashboard. The description can help to determine the intent of dashboard. This description is limited to 512 characters and is optional.
Long Description: Enter any additional details that you wish to specify regarding the dashboard. The details may included vendor-specific names or acronyms that may help in searching the dashboard. This description is optional.
Select a folder in: /home/My Reports: Dashboards are saved folders created inside
/home/My Reports. Select a folder from the list.Inventory Object Type: The inventory objects associated with the reports added on the dashboard are selected by default. You can add or remove the objects to override the default selection.
Subsystems: Specify one or more subsystems from which you want to view data on the dashboard. By default, the appropriate subsystem is selected.
Report Category: Assign a report category from the list. If you select a report category, you must set the Inventory Object Type and Subsystems values as well.
Inventory Defaults: Click to reset the default Inventory settings. This resets the default values under Inventory Object Type and Subsystems fields.
New Folder: Click to add a new folder under
/home/My Reportsand save the dashboard in it.
Note:
Reports on dashboards are treated as stand-alone instances and are not linked to the original report. For example, when a name or scope change is made in the original report, those changes are not reflected in the dashboard version.