BI Tool Dashboard/Report Edit

When viewing this page on an existing report, it will be titled with the report name. The Dashboard/Report Edit screen is used when:

• Creating a new report: see BI Tool Create a Report

• Editing an existing report: see BI Tool Edit a Report

• Duplicating a report: see BI Tool Duplicate Report

Dashboard/Report Edit contains the following areas on its screen:

Area	Located	More Information
Dashboard/ Report Placement	The area with the blue lined grid	BI Tool Dashboard/Report Placement
Properties	On the right side of the screen	BI Tool Properties
Configuration/Data Sources	Tab on the left of the screen	BI Tool Configuration/Data Sources

Graphical user interface, table

Description automatically generated

Figure 91: Dashboard/Report Edit screen

The icon functionalities for the Dashboard/Report Edit screen are:

Icon	Description
	Save This will save the report/dashboard.
	Save As This will allow the user to copy this report/dashboard to a different name. See BI Tool Duplicate Report for details.
	Close Click to exit out of the BI Tool Dashboard/Report Edit screen without saving any of the changes made. This is useful if the user would like to try different Component settings but not save them.