Working with Dashboards

Dashboards display as tabs on the Welcome page and contain customizable, pre-defined analytics in the form of charting and list widgets. The Welcome page can contain multiple dashboard instances and each dashboard can contain multiple widgets.

There are two out-of-the-box dashboard tabs: My Dashboard and Sales. Each tab has several out-of-the-box widgets. You can add and edit widgets to display different data or display the same data in different ways.

Use the context menu on a dashboard tab to add a new tab, copy, hide/show and delete tabs, or share tabs with your team or department. Use drag-and-drop to rearrange the widgets on the tab. Widgets automatically size to fit the data and chart type, as well as the column size.

You can also send all the data for a group from a list view to a group list widget on the dashboard with the Promote to Dashboard link.

If you are not the owner of the dashboard, you must make a copy to share or make changes to it.

How Do I?

Access a dashboardClosed
  • On the Navigation Bar, click Welcome.
Add a new tabClosed
  1. Right-click any dashboard tab, and click New Tab.
  2. In the Title box type a name for the tab.
  3. If necessary, select the template that describes the type of layout you want to use for your tab.
  4. To set the selected template as the default layout, select Make default.
  5. Click OK.
Copy a tabClosed
  1. Right-click the dashboard tab, and click Copy Tab.
  2. In the Title box type a name for the tab.
  3. Click OK.
    The tab and all its contents are copied to a new tab.
Delete a tabClosed
  1. Right-click the dashboard tab, and click Delete Tab.
  2. Click Yes to confirm.
    The dashboard and all its contents are removed from the workspace.
Hide a tabClosed
  • Right-click the dashboard tab, and click Hide Tab.
    The tab is hidden from view.
Show a tabClosed
  1. Right-click any dashboard tab, and click Show Tab.
  2. Click Show next to the name of the tab you want to show .
    The tab displays in the dashboard.
Share a tab with other usersClosed
  1. Right-click the dashboard tab, and click Share Tab.

  2. Do one of the following:

    • Click Everyone to share the tab with all users.
    • Click the AddClosed button, find the users, teams or departments you want to share the tab with, and then click OK.
      If you added a user, team or department by mistake, select the items you want to removed from the list and click RemoveClosed.

      If you share a Dashboard tab that contains a group, the group must also be shared with those users in order for the group to display on the Dashboard tab.
Change the tab label, resize columns, or make a tab the defaultClosed
  1. Right-click the dashboard tab, and click Edit Options.
  2. Type a new title to change the tab label.
  3. Select the column layout option you want to use for this tab:
    • One Column
    • Two columns split
    • Two columns - larger left
    • Two columns - larger right
  4. Select the Make default option to set the current tab as the default.
    The default tab cannot be hidden or deleted.
  5. Click OK.

Add Content

Promote a group to the Dashboard

Related Topics

Introducing Widgets

Using Widgets

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.