Creating a dashboard tab

To create a tab

1. On the Remedy Smart Reporting console, go to Create > Dashboard Tab and select the tab type that you want to create.
   You can create three types of tabs:

   Tab type	Description	Type of content you can add
   Standard	A tab that has the broadest range of functionalities available to it, including linked filters and series.	Reports and associated reports to the tab template
   KPI	A tab that is used to include KPI Reports on the tab. This type is separate because some general functionality is incompatible with KPI reports, so the tab disables things like filters and linked series.	KPI reports and associated reports to the tab template
   Pre-Built	A tab that was created by a user and is not currently displayed on your dashboard. This does not involve creating a new tab, just selecting an existing one to display. Note: You can have only one instance of a public tab on your dashboard.	Pre-defined dashboard tabs

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.
3. (Optional) Add associated reports, if any.
   1. Locate the report you want to add through the Report List panel on the left side of the screen.

   2. Drag the report into the Associated Reports panel on the right side of the screen.

      Note

      You can view Associated Reports through the default location defined in Administration > Content Settings > Dashboard > Display Settings > Associated Reports Location.

4. (Optional) Create sub tabs, if required.
   1. Open the Dashboard Layout menu and set the Sub Tabs option to On. 
      
   2. Click the + Add Sub Tab link to create new sub tabs.
   3. Enter the name and select the layout option for the sub tab.
   4. Click OK.
   5. (Optional) Reorder the sub tabs by dragging them in the list.

5. Click Analytical Setup  to set up the links between reports.
   You can link the following:

   • Filters
   • Time Slider
   • Chart Brushing
   • Data
   • Drill Down

   For more information on adding the links, see Analytic Setup in the Yellowfin documentation.

   Note

   Analytical Setup is available only for Standard Dashboard Tabs.

6. Click to define the dashboard settings.

   Setting	Description
   Visible Unit Selection	Displays the unit selection on the tab. Use this option if a time series chart is on your dashboard. The following sub options are displayed when you enable this option: Default Units—Default unit to be displayed on the tab. Minimum Unit—Largest unit to be displayed on the tab. Maximum Unit—Smallest unit to be displayed on the tab.
   Help	Enables tab help so that users can view descriptions as use the tab. When you enable this option, the following sub options are displayed: Display help when—Defines when the help messages are displayed. The following options are available: This tab is first seen—All help messages are displayed when a user views a tab for the first time. This tab has been updated—Help messages are displayed the first time the user views a tab after it has been updated. This allows users to understand what has changed and why. Every time a user logs in—Help messages are displayed each time a user logs in. This option is used for accounts that are reused by multiple people. For example, you may have a test user account so that users can play with Remedy Smart Reporting before you give them a user account and broader access permissions. When a user requests it—Help messages are displayed only when the user views helps by accessing it through the tab's menu. Help Text—A description of the tab, which will be displayed as a part of the tab help.

7. Click  to save the tab. Enter the following information:

   Option	Description
   Name	Name displayed on the tab and the Browse page.
   Description	Description for the tab that helps user understand the purpose.
   Category/ Sub Category	The category and subcategory (folders) where you want to store the tab. Sub Categories split up your content and also provide a layer of security. The following options are available: BMC Remedy Key Performance Indicators—Tab for KPI reports. Sub categories include Change KPIs and Incident KPIs. BMC Remedy Operational Reporting—Tab for BMC ITSM application reports. Sub categories include all available ITSM application report categories.
   Tags	The tags assigned to your tab to help the user locate the tab.
   Access	The type of access given for the tab. The options are: Private—Activates the Dashboard Security menu, which allows you to define a list of users who can access your tab. Public—Allows all users to access your tab. To create a public report, you must have the permissions granted to the Public Content Writer & Collaborator role. For more information, see Managing-Remedy-Smart-Reporting-user-roles-and-groups.

8. Click Draft.
9. If you set up the Access to Private, define which users or groups can access the tab and what level of access they should be provided.
   To add a user:
   1. Click Dashboard Security .
   2. Click Add Subscriber.
   3. Select the user or group you want to add to the list.

   4. Select their access level. You can define the following permissions:

      Permission	Description
      Read	The user can view the tab, but cannot make changes to it.
      Update	The user can view and edit the tab, but cannot delete it from the system.
      Delete	The user can view, edit, and delete the tab from the system.

      At least one user must have Delete access to the tab.

After you create the tab, you can customize the reports added to the tab. You can:

• Adjust the size and display of your reports. See Managing-reports-on-the-dashboard-tab.
• Adjust the layout template of the tab. See Tab Builder Menus in the Yellowfin documentation.
• Create Analytic Links on the tab. See Analytic Setup in the Yellowfin documentation.
• Link Series Selection on the tab. See Series Selection Setup in the Yellowfin documentation.

To add a pre-built tab

1. On the main navigation bar, click Create and select the Dashboard Tab along with the pre-built tab option.

2. Click the tab you want to add, and on the Dashboard, click the link at the top.

   Note

   You can only have one instance of a public tab on your dashboard.

To create a standard tab

1. On the Create menu, select Dashboard Tab > Standard Tab.
2. On the left of the screen, open the Report List panel.
3. Locate the reports that you want to display on your tab and drag them into one of the Drag a report here place holders.
4. Add all the reports you want to display and close the Report List panel.
   The reports are displayed in the layout template.

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 Add Associated Content in the Yellowfin documentation.

1. Locate the report you want to add through the Report List panel on the left of the screen.
2. Drag the report to the Associated Reports panel on the right of the screen.
3. View the Associated Reports from the default location defined in Administration > Content Settings > Dashboard > Display Settings > Associated Reports Location.

Where to go from here

Applying-report-components-to-linked-reports