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Adding report charts to a classic dashboard
User Requirement: Info Manager Administration Rights
Users with Information Manager security rights can create new reports and modify existing reports. If Available On Dashboard is selected in the Chart Options panel of the Report Options, Step 2 of 2 page, the chart is displayed for selection by the user in the Report Charts category on the Dashboard Content page.
- Edit an existing report, and navigate to the Chart Options panel on the Report Options, Step 2 of 2 page.
- Check the Available On Classic/Interactive Dashboard checkbox on the Chart Options panel, and complete the other Chart Options fields. Note: This checkbox isn't available on the Chart Options panel of Historical reports.
- Click Save.
- Click My CRM | Dashboard, and click Modify Dashboard. The Dashboard Content page is displayed.
- Select Report Charts in Filter By.
- ClickAdd next to the Report chart you added. If the Report Chart comes from a report with multiple saved searches, then a Report chart panel is available for selection for each saved search and for the full report.
- Click Save. The dashboard page is displayed. The report chart is displayed on the dashboard. You can click the View Full Report In New Window icon to view more of the report. This icon isn't available on "standalone" chart content panels. These can be identified in the content lists by the prefix "Chart".
Built-in animation means that you can watch charts grow as they is formed. You can also interact with charts once they are drawn – for example, highlighting slices and rotating pie charts. For more information on interacting with charts, see Running a report.
See Also:
Modifying classic dashboard content
Adding saved searches to a classic dashboard
Adding favorite reports to a classic dashboard
Adding a chart to a report
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