Prerequisites

• You will need to be logged into SAI360 BI User Console to perform any of the following actions.
• Before you can add any report into a dashboard, it needs to be either
  - Saved (in the case of Analytics or Interactive Reports)
  - Published (in the case of Complex Reports)

The information provided in this section is only high level. If you need more detailed instruction, please refer to the Pentaho Online Help.

If you want to ...

Perform these steps ...

Create and modify Dashboards

In the BI User console

• Select File New Dashboard
• Define which "Template" you want to apply (e.g. 2 by 2, 2 over 1, etc)
• Under Objects General Settings, define the Page Title in the Properties tab.
• Use the Browse and Files panels to select the reports you want to use in this dashboard.
• Select Objects Untitled <x>, and name each panel.

Save the Dashboard, and make it available for use in SAI360.

To make the dashboard available in SAI360 for 'End Users', you will need to first save it. When you save the dashboard, you can control if it will be accessible for yourself only, or for a wider user group.

• Dashboard is for own use only:
  If no-one else but a certain user is to have access to this report in SAI360, you can save the report to the path:
  "Home/<User Name>".
  
• Dashboard is publicly available:
  To allow access to a report by many users, you can save it to the path:
  "Public/e360/<Folder Name>/<File Name>"

NOTE:
For users to be able to see the content of each panel, they also need to have access to the individual reports.