The first step in this wizard is to enter the following information:

  • Dashboard name: the name of the dashboard. If you enter the name of an existing report or dashboard, an error message displays. You can't use a backslash ("\") in a dashboard name; the computer will beep if you press that key. You cannot go to the next step until you have entered a valid name.

  • Folder: the folder this dashboard belongs in. The default is the current folder in the Reports Explorer. You can select the desired folder by clicking the down arrow beside the folder name and choosing the folder in the list that appears. To expand a folder, click the + sign in front of the folder name; the + sign changes to a - sign. To collapse a folder, click the - sign in front of the folder name; the - sign changes to a + sign. To select the desired folder, either click it and click the down arrow again to close the list or double-click it.

  • Comments: any comments entered here appear in the Reports Explorer when the dashboard is selected.


© Stonefield Software Inc., 2018 • Updated: 06/07/16
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