Dashboard

Overview Setup How To Troubleshooting Frequently Asked Questions (FAQ)

Table of Contents

Accessing Dashboard

Custom Reports

Building a Report

Generating a Report with a Query

Saving a Report Query

Viewing a Report

Adding Custom Reports to the Dashboard

Additional Options

Dashboard

Adding Saved Reports to the Dashboard

Changing a Report on the Dashboard

Opening the Chart in a New Window

Deleting a Report from the Dashboard

Accessing Dashboard

After the Dashboard site has been set up, any user who is configured in the name server directory can log into the site.

To log into the Dashboard site:

1. Open a supported Web Browser. See Supported Web Browsers.  
2. In the address bar, enter the following URL:

http://<Web_Client_Name>:<Apache_Port_No>/customreports

where

<Web_Client_Name> is the name of the Web client.

<Apache_Port_No> is the Apache port number that is provided at the time of installing Web client.

For example:

http://rhode:80/customreports

  
3. For subsequent logins, in the User Name box, enter the domain name for the CommServe and your user name.

For example:

domain1\user1

In the Password box, enter your password, and then click Login.
  The Dashboard appears.

Custom Reports

Building a Report

To build a custom report query:

1. Log into the Dashboard site. For instructions, see Accessing Dashboard.  
2. At the top of the page, click Custom Reports.
3.

Click the Build Report tab.
4.

From the Select CommCell list, click the name of a CommCell.
5. By default, the report uses the CommServe database.

To change the database, from the Select Database list, click the name of a database.
6.

By default, the report uses Tables from the selected database.

To change the selection to Views, in the New Report area, click the Select Table down arrow and select View.

Tables indicate particular tables in the database, while Views indicate a group of tables in the database.
7.

Next to Select Table/Select View, select the table or view for which you want to generate the report from the drop-down list, and then click Select Columns.
8.

From the Select Columns list, select the column headings that you want to include in the report.
9.

Click View Data.

The report information that you selected appears in a table at the bottom of the page.
10.

To generate a bar chart to the report, click Bar.

If the data is not sufficient to create a bar chart, a dialog box appears that asks you to select data to appear in the chart:

  • From the X Variable list, select an option.

  • From the Y Variable list, select an option.

  • Click OK.

 
11.

To generate a pie chart to the report, click Pie.

If the data is not sufficient to create a pie chart, a dialog box appears that asks you to select data to appear in the chart:

  • From the X Variable list, select an option.

  • From the Y Variable list, select an option.

  • Click OK.

Generating A Report with A Query

To generate a custom report from with a query:

1. Log into the Dashboard site. For instructions, see Accessing Dashboard.  
2. At the top of the page, click Custom Reports.
3. Click the Build Report tab.
4. In the New Report section, enter a report query in the box.
5. Click View Data.
6. To generate a bar chart to the report, click Bar.
7. To generate a pie chart to the report, click Pie.

Saving a Report Query

Once you configure a report query, you can save it and use it again for any available CommCell.

To save a report query:

1. Build a custom report. For instructions, see Building a Report.  
2. In the New Report section, click Save.

The Save Query dialog box appears.
3. In the Report Name box, enter a name for the report query, and then click Save.

A message appears at the top of the page that says the view saved successfully.
4. Click the X button to close the message.
5. To verify that your report saved to the list, click the View Report tab.

The name of the report that you just saved appears in the Select Report box.

Viewing a Report

To run a previously saved custom report:

1. Log into the Dashboard site. For instructions, see Accessing Dashboard.  
2. At the top of the page, click Custom Reports.
3.

Click the View Report tab.
4.

From the Select Report list, click the name of a previously saved report.
5.

From the Select CommCell list, click the name of the CommCell on which you want to run the report.
6. From the Select Database list, click the name of the database on which you want to run the report.
7.

Click View Data.
8.

To generate a bar chart to the report, click Bar.
9.

To generate a pie chart to the report, click Pie.

Adding Custom Reports to the Dashboard

You can save custom reports to the dashboard, so that you view and interact with them when you first log in.

1. View a custom report. For instructions, see Viewing a Report.  
2. At the top of the chart, click Add To Dashboard.

The report is added the dashboard.

Additional Options

The following table describes additional operations that you can perform with this feature:

Option Description
Filtering Report Data by Column To filter report data by column:
  1. View a custom report. For instructions, see Viewing a Report.
  2. In the box under a column heading, enter the item for which you want to view information.

    The report displays information for the item that you entered.

  3. To reset the report data, delete the item that you entered.
Filtering Report Data with Find Records To filter report data with Find Records:
  1. View a custom report. For instructions, see Viewing a Report.
  2. Under Data, click the Find Records button .

    The Search dialog box appears.

  3. From the columns list, select the name of a column.
  4. From the filters list, select a filter option.
  5. In the box, enter the item for which you want to search.

    The report displays information according to the search parameters that you entered.

  6. To reset the report data, click Reset.
Opening the Chart in a New Window You can generate a Web address for the chart, so that you can use it on a Web page or in an application.

To view the Web address for the chart:

  1. View a custom report. For instructions, see Viewing a Report.
  2. Under Chart, click Chart Only.

    The chart appears in a separate tab in your Web browser. You can use this Web address as a link to the chart.

 
Exporting a Report To export a report to Microsoft Excel:
  1. View a custom report. For instructions, see Viewing a Report.
  2. In the Data section, click Export to Excel.
  3. Click OK.

    The report opens in Microsoft Excel.
Changing a Saved Report To change the settings for a saved report query:
  1. View a custom report. For instructions, see Viewing a Report.
  2. Change any of the settings for the report, including chart types or columns.
  3. Click Save.

    A message appears that says the view saved successfully.
Changing a Chart To change the settings for a pie or bar chart:
  1. View a custom report. For instructions, see Viewing a Report.
  2. Under Chart, click Edit Chart.
  3. Under X Variable and Y Variable, select other options.
  4. Click OK.

Dashboard

The Dashboard displays a preview of custom reports. Some reports are displayed by default, but you can change them, replace them, or add other custom reports that you create, depending on your needs.

Adding Saved Reports to the Dashboard

You can add previously saved reports to the Dashboard.

To add saved reports to the Dashboard:

1. Log into the Dashboard site. For instructions, see Accessing Dashboard.
2. At the top of the Dashboard, click Add Report.

Optionally, you can click the Add Report box at the bottom of the page.

The Add Report Information dialog box appears.
3. From the Saved Reports box, select the name of a saved report.
4. From the Chart Type box, select the type of chart that you want to display in the report.
5. Click Apply.

Changing a Report on the Dashboard

To change the settings for a report that is saved to the dashboard:
1. Log into the Dashboard site. For instructions, see Accessing Dashboard.
2. Next to the title of the report that you want to change, click the Edit Report Information button.

The Edit Report Information dialog box appears.
3. Perform any of the following operations:
  • From the Saved Reports list, select another report.
  • From the Chart Type list, select a different chart type.
  • In the Title box, enter a new name for the report.
4. Click Apply.

Your changes to the report appear on the dashboard.

Opening the Chart in a New Window

You can generate a Web address for the chart, so that you can use it on a Web page or in an application.

To view the chart in a separate window and get the Web address for the chart:

1. Log into the Dashboard site. For instructions, see Accessing Dashboard.
2. Next to the title of the report that you want to change, click the Open in a new window button.

The chart appears in a separate tab in your Web browser. You can use this Web address as a link to the chart.

Deleting a Report from the Dashboard

To remove a custom report from the dashboard:
1. Log into the Dashboard site. For instructions, see Accessing Dashboard.
2. Next to the title of the report that you want to change, click the Delete Report button.

The report is removed from the dashboard.