Rearrange Dashboard Reports

Each report on the Dashboard can be dragged and dropped to a new Dashboard location.

1.Move your cursor over the header of the report you want to move.

2.Click the header of the report and drag the report to the new location, then release the report.

Add a Dashboard Report

The same report with different filters can be added to the Dashboard. To add a new report to the Dashboard:

1.Open a report.

2.Click the + (Quick Action icon) in the upper right corner of the report page.

Note: This option is not available for all reports.

3.Select [Dashboard] Dashboard.

4.Make changes in the Filters window.

5.Click [Submit] Submit.

Dashboard Links to GATEWAY Reports

Some of the Dashboard reports are linked to other GATEWAY reports. Click a point on a chart or graph report, or a blue link in a column on a list report to activate the link. If an additional report is available, then the new report opens providing more details about the selected point. Usually the report that opens can also be accessed from a module tab as well.

Example:

If you click a point on the Dashboard’s Impacts Trend Impacts report, then the Impacts List Impacts report opens. This same report can also be accessed using the [Impacts] Impacts > [List] List > Impacts submenus.

Maximize/Minimize Dashboard Reports

Dashboard reports can be enlarged and displayed as the only report on the page. Click the ellipsis (...) on the widget to maximize a report. Select [Maximize] Maximize from the drop-down lost. Click the [X] X in the upper right corner to return to the Dashboard.

Resize Dashboard Reports

The width of dashboard reports can be changed.

1.Click the ellipsis (...) on the widget.

2.In the drop-down menu select [Larger] Larger to increase the width, or [Smaller] Smaller to reduce the width. The change is automatically saved.

Hide and Redisplay Dashboard Reports

Dashboard reports can be hidden and redisplayed. All customized filters for the reports are saved.

To hide a Dashboard report, Click the three dots, “…”, on a widget, Click [Close] Close to collapse the widget, and show only the widget name.

To redisplay the report, Click the three dots, “…”, on a widget, Click [Open] Open.

Delete a Dashboard Report

1.Click the ellipsis (...) on the widget.

2.Select [Delete] Delete.

Reset Default Dashboard Reports

1.Click [Widgets] Widgets in the upper right corner.

2.Select [Reset Dashboard] Reset Dashboard.

Edit Dashboard Filter Settings

The filters on a Dashboard report and the hidden reports listed under the Widget link can be changed. Follow the steps to change the filter settings:

1.Click the ellipsis (...) on the widget.

2.Select [Filters] Filters.

Copy a Dashboard Report

The reports (widgets) on the Dashboard can be created, copied, updated, or canceled. This allows Dashboard reports with similar data to be created easily.

1.Click the ellipsis (...) on the widget.

2.Select [Filters] Filters.

3.Click [Create a Copy] Create a Copy, [Update Widget] Update Widget, or [Cancel] Cancel.

4.Make your changes, then click [Submit] Submit.