A Dashboard is a selection of ShareDo reports grouped together.
Go to Modeller > Reports >
- Click the New + icon in the top right and select Dashboard.
or - Click on a dashboard to view, edit, and customise the design.
Dashboards are identified by the
icon.
Click to see Edit Dashboard. Click again to close.
| Details | |
| Dashboard name | The name of the dashboard. |
| Dashboard system name | Auto populates from the name. |
| Description | Describe what this dashboard shows and is used for. This is only visible in Modeller. |
| Tags | These are used to group dashboards together. This is only visible in Modeller and can be used to filter the reports list. |
| Active | Make the dashboard active once is it fully designed and ready to use. |
| Layout | Select how the reports will display on the dashboard. Horizontal or Vertical. |
|
Reports The reports on the dashboard. Click Add Report or + to open the Configure Dashboard Report blade. | |
Configure Dashboard Report
Click to see Configure Dashboard Report. Click again to close.
| General | |
| Title | The name of the report on the dashboard. |
| Configure Report | |
| Report Type | Select whether this is a ShareDo or PowerBi report. |
| Report | Start typing the name, or part of the name, of the report. Select the report. |
| Height |
Select how high the report should be on the dashboard. Extra Small can only be used for ShareDo Card chart types. |
| Configure Empty Report | |
| Message to display when the report has no data | Enter text for the message. |
| Icon when the report has no data | Name of the icon to be used. |
| Strikethrough | If using an icon, indicate whether you want it to have a strikethrough when there is no data. |
| Menu/action buttons |
If there is no data you can add menu options/buttons for the user to do things instead. This could be be to create a new item. For example, if a report of tasks is empty, you could have an Add Tasks button. |
| Messaging | |
| Topic Name | This is used for interactive reports. Enter the exact name used on the report(s) this interacts with. |