Managing reports on the dashboard tab
Each report is displayed in an area on the dashboard known as the report portlet. From here, you can perform multiple operations as described in this topic.
To manage reports on a tab
Select the following options to view and use of reports on tabs.
Option | Description |
---|---|
Menu options | Access the reporting menu. The options are:
|
Display toggle | Toggle between chart and table view on the dashboard, if multiple views are available. |
Maximize | Open the report preview page, outside the dashboard area. |
Delete | Remove the report from the dashboard tab. |
To move and resize reports
When a dashboard tab is in draft mode, complete the following steps:
- To move the report portlet, hover over over the grid of dots on the top left of the tab and drag it to another area of the tab.
- To resize the report portlet, hover over the bottom of the portlet, and drag the bar up or down to resize.
Note
The width of the report portlets is fixed. You can change only the length of the report portlets.
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