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A user needs to have "Add" privilege under the 'Reports' tab (Administration > Access Control) to be able to add a Dashboard report in Celoxis. The following table highlights the required privileges for creating this
| Allow Personal Dashboards check | 'Add' Report privilege | Result |
|---|---|---|
|
| You can add Dashboards with including types of reports like Project, Task, etc. You can also keep the Dashboard report personal i.e not share it with anyone. |
|
| You can add Dashboards reports only and keep it personal too i.e not share it with anyone. |
|
| You can add Dashboards including other types of reports like Project, Task, etc. However, you have to share the Dashboard. |
|
| You can add Dashboards reports only and have to share it. |
Creating a Dashboard
- Click on Reports > All Reports.
- From the New Report drop-down, click on Dashboard.
- Type a Name for your new Dashboard.
- From the Visible to Users drop-down select the appropriate option if you wish to share the dashboard with users.
- From the Visible to Clients drop-down select the appropriate option if you wish to share the dashboard with clients.
- Under the Reports tab, select the required reports on your Left Side and Right side of the dashboard.
NOTE: The individual reports listed here are the reports shared with you. - Click on Save.
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Once you share a dashboard to other users, this is automatically pushed under their Dashboard menu. Users can
Dashboard for your clients
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