Page Comparison

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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

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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 clientscan select or remove the report from the list. Similarly, you can reorder the sequence of the dashboards to be displayed under your Dashboard menu.
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By default the first report in the list, will be the report displayed when you login OR click on the Dashboard button.

Dashboard for your clients

You can also create Dashboard reports and share them with your clients. Similar to your Dashboards, they too can re-order the reports and per their requirements. Clients cannot edit these reports similar to the individual reports NOR can they create one.

Editing / Deleting a Dashboard

1. From the main menu, click Reports > All Reports.
2. Search for the dashboard report by typing the name in the Search box OR scroll down the list.
3. After the report is displayed after searching or from the list page, click on Edit from the actions drop-down menu beside the report name.
4. Make the required changes. You can add/remove individual reports in now.
5. Click Save. The report is saved with the changes.
   
   

Points to remember:

1. A dashboard report can have a maximum of 6 individual reports.
2. When the company policy 'Allow Personal Dashboards' is selected, only then can your users create personal Dashboards i.e dashboards NOT shared with anyone.
3. You cannot add reports with output type Gantt, Resource Load in a Dashboard.You can create project dashboard from the Project Views.