The topics in this section will help you to create and manage Dashboards and Reports.
- Dashboards are panels that are displayed in the Home section of a user's knowledgebase. They consist of various widgets grouped together, and can be fully customized for individual users or for teams.
- Reports and charts are essential tools for tracking the progress of business metrics and system data. Reports can be set up by any Power User, and scheduled and automatically distributed by email, or downloaded to a server for reviewing. They can be also included in dashboards in the form of widgets.
The following topics will get you started with dashboards and reports:
The Dashboards screen is the landing page of the Power User Interface
, and consists of a highly customizable view of widgets
showing an overview of record progress and saved searches related to you. Widgets can display system data in the form of table views, charts, and numerical results; and filters
can be used to refine the system data in real-time. To access the dashboards in a knowledgebase, click the Home link in the left pane.
Create and Manage Dashboards
The Dashboard may be set as the default starting page for individual users at Left Pane Preferences > General Preferences > Login Preference.
The dashboard is created from a collection of widgets, and the following kinds of widgets are supported:
Once a widget has been created it is stored in a widgets library and becomes available to any system dashboards, based on the user's team permissions.
Filters can be added as a widget on the Dashboard
, which allow you to refine the fields in each widget by some defined search criteria. Each filter type works by defining a set of fields to filter the widget, along with additional search criteria. The filter setup allows you to choose all relevant fields in the current widget selection for the filter type. For example, a Time-based filter has access to all time fields in the available widgets, such as End Date, Start Date, and Hire Date.
Filters are created on the Filters tab of the Dashboard wizard. When a filter is applied to the dashboard, it removes all records that do not have the value in one of the fields specified in the filter, for all widgets that use the filter fields.
A report is a summary of table information presented in graphical, HTML, text, or Excel format. A saved instance of a chart or report can include multiple formats, and charts and reports can be combined into dashboards
and chart collections to give users information at a glance and provide a launch point for daily tasks. Reports are useful for managing and monitoring work, tracking data and business trends, and representing information visually or succinctly.
Create and Edit Charts and Reports
This article details the options available in the Charts/Reports wizard, as well as some example predefined reports and an explanation of reporting permissions. Reports and charts are created using the same wizard so you can develop them in parallel, or quickly create charts from existing reports and vice versa. The Report Type determines the format used to present the information, and some report types have separate articles covering their unique configuration in more detail.
Before configuring your own charts and reports for the first time, explore the predefined reports automatically configured in
Agiloft and learn more about how permissions work with reporting.
Report Output Types