Adding a report or custom tab

You can add report and custom tabs to your dashboard. The dashboard can contain up to three tabs for Cognos® and OpenPages® reports and up to three custom tabs.

You might want to create custom tabs rather than adding to the Home tab to keep it tidy and to maintain performance. Also, you might want to use custom tabs to group related panels and widgets in separate places.

About this task

Your administrator might have created report and custom tabs for the profile that you belong to. If this is the case, you can retain the tabs or remove them and add your own, such as tabs for reports that you access more frequently.

Procedure

  1. On any tab, click Configure tabs and panels.
  2. Select Tabs.
  3. Click New tab.
  4. To create a report tab, do the following steps:
    1. click Add report tab.
    2. Enter a Label.
      Tip: The label displays as a title for the tab. To ensure that the tab fits easily on the dashboard, use as short a label as possible.
      Click Edit to enter localized values.

      If it is displayed, click Auto Translate button to populate translated values to languages. For more information, see Translation services.

    3. Select a Report.
    4. Click Done.
  5. To create a custom tab, do the following steps:
    1. click Add custom tab.
    2. Enter a Label.
      Tip: The label displays as a title for the tab. To make sure that the tab fits easily on the dashboard, use as short a label as possible.
    3. Click New Panel and select the Panel Type.
      For more information about adding a panel, see Adding panels and widgets to a tab.
    4. Click Done.
  6. When you are finished with your changes, click Save.