Create a Dashboard Report

1. Scroll down to Administration in the menu to the left.

   

2. Click on Administration.

   

3. Scroll down to Report Setup….

   

4. Click on Reports Views.

   

5. Scroll down to the desired report.
   Note: You can also click in the “Template name” field to search for one.

   

6. Click on the name of the desired report.

   

7. The report’s settings display.
8. Click on the Dashboard tab.

   

9. Click on Yes to the right of “Dashboard graphic options”.

   

10. Click on the drop down to the right of “Group dashboard viewers:”.

    

11. Select the desired group from the list.
12. Scroll down.

    

13. Click on the drop down to the right of “Individual dashboard viewers”.

    

14. Scroll to and click on the desired viewers.

    

15. Scroll down.

    

16. Click Yes to the right of “Include me as a dashboard viewer” to view the report on your dashboard.
17. Scroll down.

    

18. Click on the desired setting to the right of “Date range”.
19. Scroll down.

    

20. Click on the drop down to the right of “Refresh period”.

    

21. Select how often the data will refresh from the list.

    

22. Click in the field to the right of “Next run”.

    

23. Use the calendar that populates to set the report’s desired start time and date.
24. Click on the Done button.

    

25. Scroll down.

    

26. Click in the field or on the drop down arrow to the right of “Belonging to”.
    Note: The default is “Everything” which will provide data for all configured groups.

    

27. Click on AND or OR and then select the desired group.

    

    Note: Additional settings may display based on the report chosen.

28. Scroll down.

    

29. Click on Yes or No to the right of “Show dismissed faults”.
30. Click on the desired source to the right of “Sources”.
31. Scroll down.

    

32. Click on the Display all diagnostics button.

    

33. Click the Save button at the top of the page.