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 represented 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.

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