Creating dashboard tabs

You can design your own dashboards to quickly access reports that you or other users have created. Your dashboard can have high-level reports that you can drill down for details.

You can create your dashboards and organize them by tabs. Dashboard tabs can be of the following types:

• Standard. This tab includes features such as linked filters and series.
• KPI. This tab includes only KPI reports. Some features such as filters and linked series are disabled in this tab.
• Pre-Built. This is a tab that is created by another user, and is not displayed on your Home page. You can select this tab to display on your Home page. The tabs that you create become available as pre-built tabs for other users.

For more information, see Different Types of Dashboard tabs (https://wiki.yellowfinbi.com/display/user80/Different+Types+of+Dashboard+Tabs).

See the following table for details:

By default, the following dashboard tabs are available:

• Health Dashboard
• Job Activity Dashboard

To add the default dashboard tabs to the Home page, do the following:

1. Log in to TrueSight Server Automation - Data Warehouse. The TrueSight Smart Reporting - Platform Home page appears.

   Click here for the steps to log in to the TrueSight Server Automation - Data Warehouse console.

   1. Use the following URL to open the TrueSight Server Automation - Data Warehouse login page:
      https://<TrueSight Server Automation - Data Warehouse hostname>:<portNumber>/tssa-dw
   2. In the User Name and Password fields, enter the user credentials. By default, the password is hidden. To view the password, click .
   3. In Site, select a site. The Primary Site is the default site.
   4. In Authentication Method, select a authentication method. SRP is the default authentication method.
   5. Click LOG IN.
   6. In the Roles window, select the role you want to use and click OK. Through role-based access control (RBAC), you can be granted multiple roles, but you can use only one role at a time.
2. Click the menu icon in the upper left corner, and then click the  icon next to Dashboards.
3. Right-click a dashboard report from the list of available dashboard reports.
4. Select Add to Dashboard.
5. Verify that the selected tab is added to the Home page.
   This tab is available only for the selected role and site.