Dashboard
You can use several dashboards to group the content of reports. This allows optimizing the workflow and administrating access for relevant users.
Create and manage your own dashboard folder for various tasks.
- Dashboard User: The default folder is the preselected dashboard which is always available. All reports and data that the user has created for themselves are displayed in this dashboard. Factors influencing this are individual settings and authorizations.
- Custom Folders: Custom folders allow organizing reports according to one’s own requirements. Users can create a custom folder, give it a name and add further users. This means that reports and data are processed and analyzed together.
Take the authorizations for the individual roles from the authorization table, see Authorizations.
Legend | Option / function | Description |
1 |
| With Pin Dashboard you can define a specific dashboard as the default view, which is automatically loaded first when the tab is opened.
You can change the fixation of a dashboard to another dashboard at any time. |
2 |
| Dashboard User is a dashboard template that is automatically loaded first when the tab is opened as long as no other dashboard is pinned (see point 1). Dashboard User is a drop-down field.
|
3 |
| You can configure and add a new dashboard with Create dashboard. Dashboards allow you to group specific reports.
|
4 |
| You can use Edit dashboard to change an existing dashboard. Dashboard templates cannot be edited.
|
5 | Delete Dashboard | You can use Delete dashboard to delete an existing dashboard. The Delete function can be found under Edit dashboard. Dashboard templates cannot be deleted.
|
