Use the following fields and options to edit dashpart contents.
Contents
| Field | Description |
|---|
| Dashpart Base
|
Select the base you want to use as a reference for the dashpart that you want to create. Once selected this cannot be changed. Available options are:
- Project
- Account Detail
- Account
- Favorite Report
|
| Always Rebuild Report
|
This option displays when Favorite Report is selected in
Dashpart Base. Select this option to automatically refresh the favorite report table dashpart when the dashboard is accessed. If you do not select this option, the dashboards are refreshed every 24 hours by default.
For performance reasons, you may not want to always rebuild the report. If this is the case, do not select this option and refresh the report on the dashboard to view as needed to display the most up to date information.
|
| Saved Search
|
This field displays when you select a dashpart base that is based on a hub.
Use this field to filter the data that the dashpart displays based on a search criteria. It displays options based on the saved search criteria of the selected
Dashpart Base. You can also create new search criteria and save it for future reuse. Or create an ad hoc search that applies just to this dashpart.
|
| Dashpart Title
|
Enter the name of the dashpart that you want to create.
|
| Available Columns
|
Displays a list of available columns based on the selected
Dashpart Base.
|
| Quick Find
|
Enter a column name or part of a column name to filter the list of columns in
Available Columns or
Selected Columns.
|
 
|
Click these options to move selected columns to and from the
Available Columns list and
Selected Columns list.
|
| Selected Columns
|
Displays a list of columns that were selected from the
Available Columns list. Columns included in this list are displayed in the dashpart.
|
| Save As
|
Select this option to save the dashpart as a different dashpart. Enter a new name in
Dashparts Title to save a dashpart as a different dashpart.
|
