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Dashboards will provide instant visibility to commonly =
used information in one view. Users can customize their dashboards by
creating their own report criteria and selecting their specific reports to =
view in the dashboard. Many Dashboards work with
Interactive reports so we will cover Interactive Report functionality in th=
is document as well.
Reporting
Dashbo= ards: in CMA on the left menu we have added s= everal new dashboards for key modules
Select Dashboards.
Select the desired Dashboard.
Display Modes: In some dashboards you will see = Display Mode icons. When these icons are available you have a choi= ce on how you want the information to display. Not all dashboards will have= display options.
Settings= will list the available reports
Click the down arrow
Highlight the report your want displayed
Notes:
The reports listed above the dotted line are system defined reports. The=
reports listed below the dotted
line are user defined reports
The last report you displayed will become your default dashboard report.=
You can change the default at
any time by selecting a different report
Column H=
eadings: will give a description of the content displayed in t=
hat column. You can sort by any column by clicking
on the heading description
Content: you can double click on any line to drill down= to the transaction detail
Dashboard Totals: at the bottom of each dashboard will = list the totals
Interactive Report Icon: will take you to the interacti=
ve report where you can change the report criteria=E2=80=99s or create your=
own
report. Many dashboards are not generated by a report and therefore you may=
not see this icon available for all dashboards
Refresh Icon: will update the data with any new informa= tion pertaining to the displayed dashboard