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[Collapse]Report and Dashboard Server
  License and Distribution
 [Expand]Administrative Panel
 [Expand]Create Reports
 [Collapse]Create Dashboards
   Create and Customize Dashboards
   Bind a Dashboard to Data
   Add Dashboard Items and Perform Basic Data Shaping
   Customize the Dashboard Appearance
   Provide Interactivity to the Dashboard
   Create a Calculated Field
   Add Filter Elements
   Customize the Dashboard Layout
   Add a Dashboard Parameter and Filter Data
   Export the Dashboard and Its Items
 [Expand]Configuration and API
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[Expand]eXpress Persistent Objects
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 End-User Documentation
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Create and Customize Dashboards

This tutorial describes how to manage dashboards in the Report and Dashboard Server.

Expanded Create a New Dashboard

Click the Documents button on the Report and Dashboard Server's toolbar to open the document screen.

This screen is available only if a user has a permission to access and customize documents.

Click the Add Document button and choose the Add Dashboard item in the list.

This opens the Web Dashboard Designer that allows you to Bind a Dashboard to Data, add dashboard items, filter data, etc.

Expanded Save the Created Dashboard

After you created the dashboard in the Web Dashboard Designer, you can upload it to the server. Click the Dashboard Menu button and select Save.

In the invoked dialog, specify the document name, select an existing category or create a new category, and type the revision comment.

The new dashboard becomes available on the Documents screen.

Expanded Edit an Existing Dashboard

Select the document in the list to see its details. Click the Edit in Designer button to open and customize this dashboard in the Designer.

Once you changed this document, you can click the Save button in the menu to save the revision. In the invoked dialog, specify the revision comment and click OK to upload this version to the server.

Expanded Preview a Dashboard

Click the Preview button or the dashboard name in the list to open this dashboard in the Web Dashboard Viewer.

Expanded Export and Import a Dashboard

Use the Export to XML button to export the dashboard layout to XML and download the resulting file.

You can also export the dashboard layout in the Dashboard Designer. Open the dashboard menu and select Export to XML.

To import the dashboard layout, click Import from XML in the menu. Use the Click to select an XML file button and locate the file with the XML extension in the invoked dialog. Alternatively, you can drop the file onto the Import from XML dialog. Then, click the Import button to open the layout in the Designer.

Expanded Use the Revision History

Click the History button to view all the dashboard revisions.

You can use the Rollback button to rollback to a specific document version.

Click OK in the invoked dialog to confirm the operation.

Expanded See Also

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