What are Configurable Dashboards?
Configurable Dashboards are customizable dashboards with real-time reporting features. Whether you are creating high level reports for stakeholders or for real-time production data, Configurable Dashboards can be customized for your individual business needs.
Understand These First
Configurable Dashboard - Available only on the Analytics tab, these are pages that you can title as needed and add various charts to (pie, bar, column, gauge, donut, line, etc.) for analyzing your data.
User Defined Dashboard - UDDs are found on all tabs except Analytics, and allow you to customize your grid view. Read "Managing & Editing UDDs in SM" to learn more about UDDs.
Attribute – An attribute represents acategory of data, such as "Supplier Name", "Acidity", or "Status". A UDD is built by choosing attributes that you want to view on your grid.
Configurable Dashboards are built using a UDD and an attribute that you currently have set up in your system. Before you begin creating charts for your configurable dashboard, ensure that one or more of your UDDs has been built with the attribute(s) you want to report on.
Steps
Step 1: Click the Analytics > Dashboards sub-tab.
Step 2: Click the blue New Dashboard button at upper left to create a new Configurable Dashboard.
Step 3: Title your Configurable Dashboard, then Select Role(s) that can view the dashboard. Be sure to include your own role in the selection.
Hold down 'Ctrl' while clicking to select multiple rows; hold down 'Shift' while clicking to select a range of rows.
Step 4: Let's add a UDD-based chart to your dashboard. Click Add Chart at upper right, then select From UDD.
Fill in all the info you see above with your own data, and click Add Chart. Your new chart will show up at the bottom of your Dashboard page.
Dive Deeper - View or Edit Your Data
Want to visit a pre-filtered UDD of the data that makes up your chart? Simply click any portion of the Chart you’re interested in and a new browser tab will open featuring that information. To edit your chart, click on the edit icon in the top right corner.