Using Dashboard Views

Dashboard views display SBM reports or Web pages in widgets that you can organize to suit your needs.

Two types of Dashboard views are available:

My Dashboard
A system view that administrators can configure for Home and each application or application group. You can reorder widgets on this system view and add your own widgets, but you cannot remove widgets added by your administrator.
Custom Dashboards
You can create your own Dashboard views or Home and for applications and application groups. This enables you to use your Home page to view information pertinent to all applications, and to tailor application views to information pertinent to those views.

You can perform these widget tasks for dashboards:

Adding Widgets to a Dashboard

To add a widget to a Dashboard view:

Select one of these:
- To change your Home page view, click the Home icon.
- To change an application view, click a pinned application icon on the toolbar.
From the navigation pane, click My Dashboard.
Click the Plus sign in the upper right corner.
Users with administrative access can choose to manage their private views or public views. For details, refer to Managing System Views.
Select one of these widget types:
- Report
  The reports available to you are listed. You can search for a specific report or use the filters in the navigation pane to limit the list of reports.
  Note: If you are adding a widget to an application or application group view, reports are limited to that application or group.
- URL
  Provide an URL for a Web page, such as your company intranet. Click Preview to see the page before you add it to your widget.
  
  Note: Some Web sites do not support embedding on other sites. If you cannot embed an external Web site into Work Center, refer to Web site's documentation.
Click Next.
Provide the following settings:
- Widget Title
  For reports, the report name is provided, but you can change the title as needed. For URLs, you must provide a widget title.
- Widget Height
  Select a height for the widget, based on the amount of content you expect it to contain.

To rearrange widgets on a view:

Select one of these:
- To change your Home page view, click the Home icon.
- To change an application view, click a pinned application icon on the toolbar.
Drag and drop widgets to your preferred location.
To change the number of columns for the view, click the Change Layout icon (), and then select your preferred layout.

To change a widget on a view, hover over the widget title bar, and then select one of these icons:

Note: You may not be able to change or remove widgets from public views.