Interacting with Reports/Dashboards

 

The ability to interact with a report or dashboard is available by clicking the three horizontal lines on the top right corner  .

 

    New allows users to create a new report

    The Apply function is available for standard and drilldown reports. Clicking on Apply will save the report changes done on the fly such as

Grouping

Filtering

Column Order

Graph selection

    Users can change the settings for a current report by clicking Edit

    Rebuild Cache will allow the user to schedule the reporting data to update immediately.  Users will get a message once the report is updated and ready to view (Note: this option is only available for views that have been scheduled by an Administrator)

    When clicking Delete, the current report will be deleted

    You can create a new dashboard by clicking New Dashboard

    Users can change the setting for a current dashboard by clicking Edit Dashboard

    When clicking on Delete Dashboard, the current dashboard will be deleted