Defining a dashboard for a profile

You can set up the following components on a dashboard for a profile:

  • A Home tab.

    You can set up multiple panels for the Home tab. A dashboard that is defined for a profile provides a default dashboard for all users that belong to that profile.

  • Custom tabs and report tabs.

    You can add custom tabs and tabs for Cognos® and OpenPages® reports.

    A dashboard can contain up to three tabs for Cognos and OpenPages reports and up to three custom tabs.

Before you begin

Review the filters for object types that are used in panels. For a filter to be available in a panel, it must be associated to the object type. For more information, see Configuring filters for an object type.

To add tabs for reports, the following conditions must be met:
Tip: To display the toolbar on Cognos reports embedded in OpenPages, set Open Administration menu Administration menu > System Configuration > Settings > Platform > Reporting > Show Cognos Toolbar to true.

About this task

A dashboard must be marked as active for the panels to appear on user dashboards.

Multiple dashboards can exist for the same profile but only one can be active. If you add another dashboard for a profile that has an existing active dashboard, if you set Active to True and the new dashboard is published, the original dashboard has Active set to False automatically. The active dashboard is the one that is displayed to users with the selected profile.

Click filter icon to access a search filter. You can search by the active setting and profile. You can also click in the search box and enter text. The search box is based on dashboard name, profile, and description.

Dashboards can be migrated from one environment to another environment using Export Configuration and Import Configuration or the ObjectManager tool. For more information, see Exporting and importing dashboards.

Procedure

  1. Click Open Administration menu Administration menu > Solution Configuration > Dashboards.
  2. Click New Dashboard.
  3. Enter a Name. Allowed characters are A-Z, a-z, 0-9, underscore, hyphen, and spaces. Special characters are not allowed.
  4. If you want the new dashboard to be displayed to users with the selected profile, set Active to True.
  5. Select a Profile that the dashboard applies to.
  6. Optional: Enter a Description.
  7. Click Create.
    The dashboard is added to the list of dashboards.
  8. Click the dashboard name.
  9. On the Home tab, click Configure tabs and panels.
  10. Define panels for the Home tab. For more information, see Adding panels and widgets to a tab.
  11. Click Done.
  12. Optional: Add report tabs and custom tabs. For more information, see Adding a report or custom tab.
  13. When you are finished with your changes, click Save and Publish.
  14. Test the dashboard. Each time you change the dashboard, you need to publish it and retest it.

Changes to profiles can affect dashboards. If an object type, filter, or chart field is removed from a profile, the dashboard panels and content will change. If the profile change affects a panel as a whole, for example, an object type is removed from a profile, then the panel is removed. If the profile change affects only a single widget in a custom panel, then the widget is removed. This can cause an empty panel to display on a dashboard. You can either repopulate the custom panel with other widgets or delete it.

If the dashboard encounters a problem and cannot render, you can apply safe mode by adding ?safeMode=1 to the end of the URL. The rendering process stops and you can access the dashboard configuration to debug the problem. Remove ?safeMode=1 from the URL to exit safe mode.