Using the Dashboard

Dashboards can be accesed through menu Analytics, where you select desired dashboard or by clicking on button Dashboards.  Both was will show you dashboards that are currently in your database.

Dashboard give you multiple options to work with. 

Dashboard options

In header of each dashboard you have different buttons:

1. Export report 

If you click this button, all components of dashboard will be automatically transfered to newly created special report.

Click HERE to learn more about special reports.

2. Export as image 

This option will export whole dashboard (with current data) as image.

3. Refresh 

This option will refresh whole dashboard with components.

4. Edit 

This option will put dashboard in edit mode, where you can edit dashboard (only custom dashboard), duplicate dashboard or select dashboard as default

5. Authorizations 

This option enables you to define authorization for individual ddashboard.

Dashboard component options

This options enable you to work with individual dashboard components. Options are accesible  differ from options: edit or no edit mode, license type, component type...

1. Zoom
2. Ad-Hoc
3. Refresh
4. Export to Excel
5. Save Settings
6. Reset
7. Delete

1. To refresh any of the components, right-click it and select Refresh. You can do this for the entire dashboard (see items 1 and 2).  
2. Set filter in chart type components.

    

                                                 

   You can set filter only in ME and MF editions.

3. To use zoom in Dashboard component, right-click and select Zoom. A window opens where you can resize component to fit your needs.

   Right-click for two additional options for dashboards containing GoogleMaps component.                                                                                                                                                SelectSave Settings to save map layout. To reset to the original map layout, select Reset.

Right-clicking the component in and editions, offers you only the Zoom and Refresh options.

Click to export component as .jpg image.

7. Clicking exports dashboard to dashboard report.
8. Clicking copies dashboard.

Having prefetched data it will not suffice to refresh data using refresh function. Make sure to use data prefetching before using refresh.

PANTHEON Guide:

• ZEUS Dashboard

Related topics:

• ZEUS Dashboard