Ribbon - Dashboard Design
The Dashboard Design ribbon contains three different ribbon tabs: Dashboard, Insert, and Share.
The ribbon in the Dashboard tab contains the following options:
Ribbon Button |
Description |
|---|---|
Save As |
Saves the dashboard with a new name and ID. |
Delete |
Deletes the dashboard (enter the name of the dashboard to confirm delete action). Note: The dashboard will not actually be deleted from the database, it will only get another status flag in the database. |
Edit dashboard/ Leave edit |
Toggle buttons between entering edit mode in dashboard and leave edit mode in order to view the dashboard in view mode (only visible for users that are a member of the BV30 role). |
The ribbon in the Insert tab contains the following options:
Ribbon Button |
Description |
|---|---|
Save |
Saves the changes you made in the dashboard. |
Chart |
Displays data graphically using bars, lines, points, etc. |
Pie Chart |
The pie dasharea displays a series of pies that represent the contribution of each value to the total. |
Linear Gauge |
Visualizes data within a linear gauge. |
Circular Gauge |
Visualizes data within a circular gauge. |
Grid |
Presents data in tabular form. |
Image |
Adds images to dashboard, either local or from a library. |
Text |
Use the Text Box dashboard item to display rich text within a dashboard. |
IFrame |
Adds an IFrame to a dashboard by entering the URL. |
My favourites |
Shows all reports/forms/gridforms/analytic reports that the user has tagged as favourites. |
User information |
Dasharea that shows the logged in user's name, logged in client, and current date/time. |
Workflow tasks |
List of workflow tasks that the logged in user must perform an action on. |
The ribbon in the Share tab contains the following options:
Ribbon Button |
Description |
|---|---|
Save |
Saves the dashboard with the same ID. |
Prints the active dashboard tab, not the entire dashboard (not possible in Microsoft Edge). |
|
Export to PDF |
Creates a .pdf file of the active dashboard tab (not possible in Microsoft Edge). |
Share |
Select this button to copy the link to this dashboard. Then, choose if you want to include Navigation and/or Header, and if you want URL or a link to embed the dashboard. |