How to access more / custom reports / How to view Dashboards

    - Click on the ‘Click here for more reports...’ link to access more reports

    - In the ProView website click on the dashboard name to select other dashboards and view other reports, including custom reports

    Please see the attached pdf article for a detailed explanation on how to view the various dashboards


    Viewing Dashboards                                                     


    In this article, we’ll define the basic elements within your projects, such as dashboards and dashboard tabs, from the perspective ofa dashboard viewer. Then we’ll review an individual dashboard tab and discuss how your users consume and interact with dashboards. In the next chapter, we’ll take a look at how editors and administrators can customize dashboards in Edit Mode.


    This article addresses the following topics:

    • Dashboard sand dashboard tabs
    • The Navigation Bar
    • Navigation links
    • Options menu bar
    • Hover-over options on dashboard reports
    • Dashboard filters
    • Using pre-set drill-down paths



    Projects, Dashboards, and Dashboard Tabs


    Within each project, users can alternate between different dashboards.


    Figure 3 Dashboard dropdown


    Within each dashboard, users can toggle between various dashboard tabs to view different dashboard pages.


    Figure 4 Dashboard tabs

    A dashboard tab typically displays a number of reports and may also include other elements, such as key metric widgets, embedded web content, dashboard filters, and text.

    Figure 5 A sample dashboard tab



    The Navigation Bar for Viewers, Editors and Administrators is available at the top of each page.It is visible when the Portal isaccessed in standalone mode, but not when it is embedded. The Navigation Bar contains four navigation tabs on the left and three general options menuson the right. The prominent Dashboards, Reports, and Manage links are available for Editors and Administrators but not for Viewers.


    Figure 6 Navigation bar


    For Editors and Clients with ProView Advanced



    Opens the current project’s Dashboard to the Dashboard tab viewed most recently.




     Opens the Reports page where you can access ororganize existingreports or create a new report.




    Opens the Data page, containing a toolbar for easy navigation to Project &Users information, Pulse activity log, and Emailing Dashboards report distribution scheduling.




    Opens the Search page, where you can search through names of all objects (reports, attributes,metrics)descriptions of all objects, comments and tags.


    Options Menu Bar


    Project Menu


    Displays the name of the active project andbeneath, all other existing projects. You can select and open another existing project, or create a new project


    Support Menu



    Allows you to create a support ticket or navigate to the support forums.Intheforums, you can have a discussion with your admin and other users, post feedback, and submit feature requests.


    Account Menu


    Displays the current user’s account name. From the menu, you can visit the account page, where you can access your personal information, change your password, set regional number formatting preferences, view all active projects, or delete your account.


    From this menu, administrators can also navigate to the Data Loading Administration console.


    Account Page


    Access the Account Page from the Account Menu that displays the active user’s name along the Navigation Bar. From the Account Page you can review and modify your current account settings:


    • Set personal information (name, company, phone number)
    • Change your password
    • Set the default format for number separators (regional number format):

    o 1,234.12

    o 1 234.12

    o 1.234,12

    o 1’234,12

    • View a list of all of your active projects
    • Delete youraccount (permanent and irreversible)


    Report Info Panel


    The report info panel provides a single unified dialog where you can learn more about a report, access a report’s fundamental configurations, or export a report to a variety of formats.

    Open a report’s info panel by selecting the dropdown icon beside its name.



    Figure 7 Opening the report info panel


    When fully expanded, the report info paneldisplays a report’s name and description, metric(s), and the names of any dashboard filters currently affecting the report.



    Figure 8 Information provided about a report

    Clicking Edit This Report navigates to a report's fundamental configurations in the Report Editor.

    You can also use the Download As... dropdown to export a report in a number of formats. The Portal supports XLS, CSV and PDF file formats for exports, as well as PNGs, in the case charts).


    Figure 9 Export reports to multiple formats



    Use the gear menu to access anumber of useful functions that allow you to modify, manipulate, and publish your dashboards.




    Activates Edit Mode, where you can add new reports, widgets, textboxes, lines, web content, and filters. In Edit Mode, you can also rename, save as, or delete a dashboard.


    Export to PDF



    Exports your dashboard to a PDF file on your hard drive.

    Tip: You can use the page break icons that appear along the dashboard’s margin in Edit Mode to preview where PDF page breakswill land upon export.






    Provides auto-generated code snippet that you can copy and paste to embed your dashboard in a webpage or in Salesforce—either as a web tab or VisualForce page. You can also use the interface within the Embed dialog to add URLparameterfilters into your embedding code. Doing so allowsyou to filter for certainattribute values in your embedded dashboards’ reports.




     Creates a new, blank dashboard that you can name and begin populating with reports.


    Embedding Dashboards With URL Parameter Filters


    From the Embed dialog (accessed through the gear menu) you can use URL parameters to define filtersthat will affect how data is computed and represented in your embedded dashboard.

    Once you have selected an attribute of interest from the dropdown (e.g. Region), you can type the name of a project attribute value into the Attribute Value Wildcard text field West). The embedded dashboard will be filtered accordingly.

    To make your embedded dashboard dynamic—e.g. filtering data in different ways to accommodate different types of users—it isalso possible to enter an attribute value wildcard (e.g. region_parameter)that your system can programmatically replace with an appropriate value (e.g. East) depending on the type of user who has accessed the embeddeddashboard.

    For more information on using dashboard filters to affect which subsets of data are included in report computations on a given dashboard tab, see Dashboard Filters.

    For more information on adding dashboard filters or applying them to one or more reports or widgets on a given dashboard tab, see Customizing Projects and Dashboards in Edit Mode: Filter Menu.


    Dashboard Filters

    Dashboard filters allow dashboardviewers to zero in on subsets of data that are used to compute one or more of the reports on the active dashboard tab. Dashboard filters superficially affect how all of a dashboard’sreports are computed without actually changing any of those reports’fundamentaldefinitions.

    Once a dashboard editor has added a filter toa dashboard—and has specified which reports that filter affects—dashboard viewerscan use them to specify which attribute values or ranges of time to include or excludefrom reports that are affected by the filter.

    In the following example, the current settings of the CLOSE QUARTER datefilter ensure that all three of the dashboard’s reports are computed only with data with close dates between the first quarter of 2012 and the fourth quarterof the same year. All data associated with close dates outside of this range is excluded.

    Figure 10 Dashboard filer settings determine how all ofthe reports on a dashboard are computed


    The PRODUCT filter from the example above could be useful for zeroing in on data associated with several products of interest. Only data associated with the selected products will be shownonce the filter is applied.