If available, the Web Dashboard Designer can be accessed by clicking the Admin button on the Gallery screen.
The Web Dashhboard designer is navigated using the Dashboard Menu. To display the Dashboard Menu, click the dashboard menu button.
The available options in the Dashboard Menu include:
|
Option |
Description |
|---|---|
|
New... |
Create a new Reporting Dashboard. For more information on this option, see Creating a New Reporting Dashboard. |
|
Open... |
Open an existing Reporting Dashboard to view and edit. For more information, see Opening an Existing Reporting Dashboard. |
|
Save |
Save the currently open Reporting Dashboard. This option is only available if a Reporting Dashboard is currently open in the Reporting Dashboards. For more information, see Saving a Reporting Dashboard. |
|
Create New Data Provider |
Create a new Data Provider for use in a Reporting Dashboard. For more information, see Creating a Data Provider. |
|
Manage Locks |
Manage any currently locked items, unlocking them for other users. For more information, see |
|
Data Providers |
Select and manage a Data Provider to use for the currently open Reporting Dashboard. This option is only available if a Reporting Dashboard is currently open in the Web Dashboard Designer. For more information, see Managing Data Providers. |
|
Title |
Edit the title of the currently open Reporting Dashboard. This option is only available if a Reporting Dashboard is currently open in the Web Dashboard Designer. For more information, see Editing the Title of a Reporting Dashboard |
|
Currency |
Edit the options for currency used in the active Reporting Dashboard. This option is only available if a Reporting Dashboard is currently open in the Web Dashboard Designer. For more information, see Editing Currency Options. |
|
Color Scheme |
Change the color scheme for the active Reporting Dashboard. This option is only available if a Reporting Dashboard is currently open in the Web Dashboard Designer. For more information, see Editing the Color Scheme. |
To close the Dashboard Menu, click the X at the top of the menu.