Creating a dashboard

You create a dashboard by dragging content onto the dashboard canvas. You can include existing report elements or create new elements.

1. Select Create > Dashboard from the menu.
2. To include existing content, select the content element from the Existing Content pane, and drag the element onto the dashboard canvas.

   Report dashlets are sized to fit side-by-side on the canvas. You can drag a report dashlet to a different location on the canvas.

3. To create new content, select the type of element to create from the New Content pane, and drag the element onto the dashboard canvas.
   • Charts, crosstabs, and tables
     1. From the Select Data window, browse to or search for the data source you want to use.
     2. Click OK when the data source selection process is complete.
     3. Create the chart, crosstab, or table in the Ad Hoc Editor. For more information about using the Ad Hoc Editor, see Creating views with the Ad Hoc editor.
     4. When you finish creating your view, click to save the view.
     5. In the Save to Dashboard window, enter a dashlet name and click Save. The dashlet is added to your dashboard.
   • Web page
     • In the Dashlet URL window, enter the URL that you want to appear on the dashboard. Click OK.
   • Text
     • In the Dashlet Text window, enter the text that you want to appear on the dashboard. Click OK.
   • Image
     • In the Dashlet URI window, enter the URI that you want to appear on the dashboard. Use the repo: syntax for images in your repository. Click OK.
4. To scale a report dashlet, right-click the report on the canvas, click Properties, and use the Scale to Fit menu.
5. To hide dashboard borders, click and clear Show dashlet borders.
6. To preview the dashboard, click .
7. To save the dashboard, click and select Save Dashboard.