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Creating a dashboard

You can create report tabs for a consolidated view of reports you want to view together at a single glance.

In addition to reports, you can add the following items to a dashboard:

  • Links to associated reports—Detailed reports that provide supporting information related to the tab content. They are usually too granular or complex for use on a dashboard.
  • Sub tabs—Splits the content of a tab across multiple layouts, while still sharing the same set of filters.

Related topics

From the Yellowfin documentation:

Create a dashboard

Create dashboard sub tabs

To create a dashboard

  1. On the Remedy Smart Reporting console, go to Create > Dashboard and select the tab type that you want to create.​​​​​

  2. Add reports to the dashboard.
    1. Locate the report you want to add through the Report List panel on the left side of the screen.
    2. Drag the report to the dashboard.

To add associated reports

You can add  links to relevant reports to your Dashboard tabs, rather than displaying them fully on the Dashboard, much like storyboard slides contain Associated Content. These reports are generally detailed reports that are too granular or complex for use on a Dashboard, rather providing additional, supporting information related to the Tab content. For more information, see Dashboard reports in the Yellowfin documentation.

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Where to go from here

Applying-report-components-to-linked-reports

 

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Remedy Smart Reporting 20.02