Editing dashlets

  1. On the navigation bar, click SelfService.
  2. Click the folder on the toolbar to view Collections. Find the dashboard you want to edit and click the dashboardname.
  3. On the Dashboard, click Edit.

  4. Click the dashlet to see the edit button.

    Click the edit button.

  5. Click Edit to see the edit options.

    Edit options include properties, Visualizer, drill across, and delete.

Edit dashlet properties

  1. On the Dashboard, click Edit.

    Click edit

  2. Click the report to see edit.

    Click the edit button.

  3. Click Edit.

    The Edit Dashlet Properties dialog opens.

    The Edit Dashlet Properties window allows you to set the title, options, and description of the dashlet.

  • Title: Change the title and/or toggle it on or off. As a convenience, the original report name displays.

    Tip: Use variables with the GetVariable ('variable_name') or V {variable_name} sytax in the description text.

  • Report: Displays the internal location and name of the report. Replace the current report and still retain the original dashlet properties.
  • Apply prompts if adding the prompt filter results in a valid query: Check if you want any prompt filter on the dashboard to apply if the data is relevant to the filter.
  • Enable view selector: Allows users to select a different type of report style such as a pie chart instead of a bar chart.
  • Enable reporting exporting: Export reports to a variety of formats for use in other presentations or documents. When this option is enabled, the icon displays on the dashlet. Users can export reports to an Excel or PDF format.

    Important!:

    • Charts exported to Excel do not look exactly like the report. For example, reports exported to Excel do not support break-by-sub-summaries.
    • Users must belong to a group with downloads enabled to export reports as a PDF or other file formats. Also, ensure that the report was saved in the public folder and not in a private folder.
  • Description: This text displays when you click the dashlet's tool tip. You can add carriage returns and extra spaces to the text. if you do not put a description in this field, the tool tip icon will not display.

    Hover over the dashlet tooltip for information.

Edit the report in Visualizer

  1. On the Dashboard, click Edit.

  2. Click the report to see edit.

    Click the edit button.

  3. Click Edit.

    On the edit button, click the Visualizer button.

  4. Click the Visualizertab to enter Visualizer. Click here to learn more about editing a report in Visualizer.

Delete dashlets

  1. On the Dashboard, click Edit.

  2. Click the dashlet to see the editmenu.

    Click the edit button.

  3. Click Edit and then the deleteicon.

    Click the edit button and then click the delete button.

  4. On the confirmation window, click Delete.