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Customize a Dashboard Report

After you add reports to your dashboard, you can customize the report views. The following is an example of a customized dashboard with several reports. The dashboard automatically refreshes periodically, but you can click the Refresh icon to manually retrieve real time report data. You can also click the Settings icon to re-customize the dashboard. See Customize My Dashboard. Additionally, hover over the Filter icon to view the parameters currently assigned to the report.

To customize a report on the dashboard

  1. Right click the report you are customizing.

A list of options appears. You can choose from Type, Theme, Legend Location, and Sort By.

  1. Hover over the option you want to use, and a list appears. In the following example, you are viewing the different types to choose from, such as line and bar graphs.

  1. In the following example, you can also click the graph and choose from more options.

  1. Make new selections as needed.