...
To access the options for the dashboard current view: 1. From
- From the Eagle Portal main window, run a dashboard report.
...
- Click the Current View drop down menu and select the appropriate options:
– New. Allows you to create a new dashboard view.
– Edit. Allows you to edit an existing dashboard view.
– Save As. Allows you to create a new dashboard view or copy and customize a shared dashboard view.
– Print. Allows you to print the information displayed in the current view.
| Anchor | ||||
|---|---|---|---|---|
|
To create a new dashboard view: 1. From
- From the Eagle Portal main window, run a dashboard report.
...
- Click the Current View drop down menu and select New.
...
- You see the View window.
...
- Enter the name and description for the new dashboard view.
...
- If you are running a multilingual Eagle Portal, click
to add a translation in the appropriate language.
...
- Click Edit Layout.
...
- You see the Page Layouts window.
...
- Click the button under the layout you wish to select for the new dashboard view and click OK.
...
- You see the View window in the layout you selected.
...
- From the Content pane on the left, drag the appropriate dashboard parts and drop them into the page layout.
...
- To remove a dashboard part from the page layout, click the X next to the dashboard part name.
...
- Click Save to create the new dashboard view.
...
- You see the dashboard view you created in My Dashboard Views area of the Views window.
| Anchor | ||||
|---|---|---|---|---|
|
To edit a dashboard view: 1. From
- From the Eagle Portal main window, run a dashboard report.
...
- Click the Current View drop down menu and select Edit.
...
- You see the View window.
...
- Change the and description of the dashboard view, as needed.
...
- If you are running a multilingual Eagle Portal, click to change the translation options, as needed.
...
- Click Edit Layout to change the layout of the view, if needed.
...
- You see the Page Layouts window.
...
- Click the button under the layout you wish to select and click OK.
...
- You see the View window in the layout you selected.
...
- From the Content pane on the left, drag the appropriate dashboard parts and drop them into the page layout.
...
- To remove a dashboard part from the page layout, click the X next to the dashboard part name.
...
- Click Save to save your changes to the dashboard view.
| Anchor | ||||
|---|---|---|---|---|
|
To copy a dashboard view: 1. From
- From the Eagle Portal main window, run a dashboard report.
...
- Click the Current View drop down menu and select Save As.
...
- You see the Save Dashboard As dialog box.
...
- Enter the name and description for the new dashboard view and click Create.
...
- To access the new dashboard view you created, click the Manage drop down menu, select Views, and click to select the new view under My Dashboard Views.
| Anchor | ||||
|---|---|---|---|---|
|
To print the current dashboard view: 1. From
- From the Eagle Portal main window, run a dashboard view.
...
- Click the Current View drop down menu and select Print.
...
- Select the appropriate printer to print the current dashboard view.
...