Home Page – Dashboards

The Community BI homepage displays links to the various components of the system, including Dashboards.

 

Instructions

Step 1. Log in to your Community BI system (refer to Logging In for further information).

Tip: Contact your system administrator if you need assistance with your log in details.

The Home Page is displayed.

Home Page

 

Dashboards

Dashboards are a way of combining multiple ad hoc views and/or reports into a single item.

 

To View Existing Dashboards either:

a) Click View List under the Dashboards section

View Dashboards list

All Dashboards in the Repository will be displayed

Dashboards List

 

OR

b) Click View in the top menu

Click View in top menu

 

Select Repository

View Repository

 

Navigate to your required Dashboard

Dashboards in Repository

 

Tip: Your organisation should agree and advise naming conventions and saving locations for views, reports and dashboards.

 

To Create a new Dashboard either:

a) Click Create under the Dashboards section

Create Dashboard

You will be taken to the Dashboard designer window

Dashboard Designer

 

 

OR

b) Click Create in the top menu

Create menu

Select Dashboard

Create Dashboard from menu

 

You will be taken to the Dashboard designer window

Dashboard Designer

 

Further Instructions

Updated on April 19, 2018

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