Dashboards

For the task of ...

I need to ...

Accessing a Dashboard via the Menu

• Select "Dashboards", and then click on the Dashboard you need to access:
  
  
• The system will open the selected Dashboard

Accessing a Link on Dashboard

Links on a Dashboard behave like any other hyper-link - clicking on it will take you to the selected target.

The targets can be:

• List Views
• Creation of a new record
• Reports
• Other Dashboards
• External Links

NOTE:
Since it is possible to define BI Reports as a Link, clicking on them will also take you to the target.

Working with a Dashboard map

Dashboard Maps can be used to represent records, which can be linked to a geolocation, as pin on a map.

You can interact with these maps as follows:

• All maps have a left hand panel. Depending on the setup of each map, these panels may be initially expanded or hidden.
  You can expand/collapse these panels via the > or < icons.
• If no pins are displayed (which is the default setting for maps opening with an expanded panel), you must first select each of the 'map elements' which shall be rendered.
• If filters have been defined, you can apply a filter by selecting the required filter value(s) from the controls provided.
• If pins are too close together to be rendered individually at the current zoom level, they are represents as "clusters".
  Each cluster will display a number, representing the number of pins which are grouped in that cluster.
  By clicking on a cluster, the map will zoom into that region, revealing individual items under this cluster. These can be pins, but also further clusters.
• Panning, zooming and searching for locations using the usual Google controls
• Once the maximum Zoom in has been reached, clicking on a pin or a cluster will give you some summary information about the underlying record(s).
• Clicking on a pin will take you to the underlying record.

Directly accessing a Dashboard via "Smart URL"

Reports can be directly accessed from outside the application by using the "Smart URL" functionality, for example:

http://server-name:8080/NetForms/dashboard/Open-Actions-Calendar

These URLs can be contained in an email, or they also can be used as Bookmarks in your Browser.