You can create dashboards which can contain one or more components.
Before you begin creating a new dashboard, you should have already decided how to organize the dashboard.
- In the Portal menu, select Configure > Dashboards.
- Select Dashboards.
- Click the Add Dashboard icon.
The Create Dashboard window is displayed.
- Enter the Dashboard Name and click OK.
The dashboard is saved.
- Select the Dashboard name that you entered in the previous step and click Edit Dashboard.
The General tab is displayed.
- Select the Tabs tab.
The Default tab is displayed.
- You can rename the Default tab, if needed.
- Click Edit.
- Enter a new Tab Name.
- Click OK.
The tab name appears in the Tabs panel. - You can add another tab to the dashboard.
- Select Add Tab.
- Enter the Tab Name.
- Click OK.
The tab name appears in the Tabs panel. - You can add any Existing Components to the dashboard.
- Click Add Component. The Component Selector window is displayed.
- Select the component to add.
- Click Select. The Component Selector window closes and the component is displayed in red in the Layout panel.
Repeat this step for each component that you want to add.
- Click Save.
The configured dashboard is now displayed in the Dashboard panel.
Deleting dashboards
You can only delete a dashboard if you are the owner.
Any components that are used by the dashboard are retained and must be deleted separately.
- In the Portal menu, select Configure > Dashboards.
- Select Dashboards.
- Click the Delete Dashboard icon.
- Confirm that you want to delete the dashboard. Click OK.
The dashboard is deleted.
Setting the default dashboard
From the dashboards available to you, you can select the dashboard to display as your personal default in the Dashboard menu.
- In the Portal menu, select Configure > Dashboards.
- Select Set Default Dashboard.
- In the Dashboards drop-down, select the dashboard that you like to display at the top of the Dashboards menu.
- Click OK.
The next time you log in, this dashboard is displayed at the top of the dashboards menu.
Exporting dashboards as a report
After you create dashboards, you can create reports based on a schedule. These dashboard reports are delivered to specific email addresses as PDF or HTML based on the schedule.
General information about dashboard schedules:
- You cannot email snapshots of inactive dashboards.
- To email report snapshots, you must configure an email address in your user account. Do not create snapshot schedules from a Tealeaf administration account.
- Non-administrator users can configure report schedules for reports that they own or are shared to them. The Tealeaf administrator can see and configure all schedules.
- In the Portal menu, select Configure > Dashboards.
- Click Dashboard Schedules.
- Click Create Schedule.
The General tab is displayed.
- Select the Scheduling data.
- Select the Options.
- Select a dashboard
- Tabs
- Email Format
- Enter the email address for the Recipients.
- Click Save.
A message is displayed which states the schedule was successfully saved. The schedule is listed in the Dashboard Schedules panel.
Editing dashboard schedules
You can edit dashboard schedules that you have created. The dashboard schedule is used to export the dashboard into a report format and email it to recipients.
- In the Portal menu, select Configure > Dashboards.
- Click Dashboard Schedules.
Dashboard schedules that you have created are listed in the Dashboard Schedule pane.
- Select the Dashboard Schedule to edit.
- Update fields as required.
- To disable the schedule, clear the Active check box.
Note: You can disable dashboard schedules for only the dashboards that you created.
- Click Save.
Migrating reports, scorecards and dashboards
Use this workflow to migrate reports, scorecards, and dashboards from one system to another.
- Create Report Builder reports with all of the events that you want to migrate.
- These reports must contain events that are used by any dashboards or scorecards that you want to migrate.
- These reports do not have to be actively used in your Tealeaf environment. The purpose of creating these reports is to bundle up sets of events, which are migrated with the report.
- Export all Report Builder report templates that you want to migrate or that contain events you want to migrate.
- Import them into the destination system.
- Verify that the events and related event objects are properly imported.
- In the source system, you can choose to export scorecards and dashboards. Follow the Export Template Steps.
Note: Re-create scorecards and dashboards in the destination system. However, issues can occur during the import of these items, which do not affect the events that are already imported through Report Builder reports.
- Import them into the destination system.