Dashboards and reports are used to display data returned from a configured data provider. The graphical dashboard items of a dashboard allow users to quickly identify relevant information and trends surrounding the data managed by the data provider. Reports allow a user to select columns of data to show from the data provider, while also allowing sorting and grouping of that data.
The Gallery area allows you to access dashboards and reports you have created, as well as public items and items that are shared with you.
Full Reporting Dashboards functionality, such as managing categories and creating new dashboards and reports, is only available in the Unity Client. The Web Client can only be used to view dashboards and reports.
In the Gallery pane, dashboards and reports that you have created that are not assigned to a category are listed first.You can search for available dashboards and reports by typing terms next to the magnifying glass. Available items are automatically filtered based on your terms.
The Public Items category includes public dashboards that all users have access to.
The Shared With Me category contains dashboards that are not public but that have been shared with you.
Beneath the Shared With Me category your custom categories are listed, which contain the dashboards and reports you assigned to them.
To expand or collapse a category, click the arrow at the left of the name of the category.
To refresh the Gallery with any changes that may have occurred since it was first opened, right click in the Gallery and select Refresh.
To create a new category, you must access Reporting Dashboards functionality in the Unity Client.
To view a dashboard, click the name of it in the Gallery. To view a dashboard in a new window, right click the name of the dashboard and select Open in a New Window. See Using the Web Client Viewer.