2011 User's Guide Copyright

Enlarge a chart

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboard list, click the name of the dashboard that you want to open.
   
3. 
   Move the pointer over the chart and pause, and then click the Enlarge the chart button .
   

View records used for a chart

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboard list, click the name of the dashboard that you want to open.
   
3. 
   Move the pointer over the chart and pause, and click the View the records that are used to generate the chart button .
   

Apply filter

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboard list, click the name of the dashboard that you want to open.
   
3. 
   Click the component area that contains the list of records.
   
4. 
   In the Current View group, click Filter.
   

5. 
   On the column on which you want to apply a filter, click the Filter button . Then do one of the following:
   

• 
  Click one of the default filters for the column.
  

• 
  Click Custom Filter, choose how to filter the records, and then click OK.
  

Refresh all components

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboard list, click the name of the dashboard that you want to refresh.
   
3. 
   In the Action group, click Refresh All.
   

Make a copy of an existing user or system dashboard

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Dashboard Permissions

To use an existing user dashboard or an existing system dashboard as a base to create another dashboard, make a copy of the existing dashboard. You can save a system dashboard as a user dashboard and assign or share it with users or teams in your organization.

Note

A system dashboard that contains an IFrame with the Restrict cross-frame scripting check box cleared cannot be saved as a user dashboard.

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboard list, select the system or user dashboard that you want to copy as a new dashboard. In the Dashboard Management group, click Save As.
   
3. 
   In the Dashboard Properties dialog box, type a name and a description for the dashboard, and then click OK.
   

Related Topics

Make a dashboard your default dashboard

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Dashboard Permissions

You can make a dashboard your default dashboard. Then, you will see this dashboard each time you navigate to the Dashboards area.

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboard list, select the dashboard that you want to set as the default. Then, in the Dashboard Management group, click Set As Default.
   

If you delete your default dashboard, the next time you navigate to the Dashboards area, you will see the default system dashboard.

Related Topics

Share a user dashboard

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Dashboard Permissions

You can share any user dashboard with another user or team in your organization:

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboard list, select the dashboard that you want to share. In the Action group, click Share Dashboard.
   
3. 
   In the Who would you like to share the selected user dashboard with? dialog box, under Common Tasks, click Add User/Team.
   
4. 
   In the Look Up Records dialog box, in the Look for list, select the type of record you want to find.
   
5. 
   In the Search box, type the first few letters of the name of the record to narrow your search, and then click the Find button .
   
6. 
   In the list of available records, select the check boxes for the users or teams, and then click Add.
   
7. 
   Click OK.
   
8. 
   In the Who would you like to share the selected user dashboard with? dialog box, select the type of share access that you want. The available permissions are: Read, Write, Delete, Append, Assign, or Share.
   
9. 
   Click OK.
   
10. 
    More information: Share a record.
    

Related Topics