When you have created several reports and charts then you can create dashboards which can show several reports on one page. Dashboard page with all key reports about specific business area can provide a quick overview of the current business status and key performance indicators.
You can try sample Sales demo dashboards page.
Create New Dashboard
Go to Dashboards tab and click Create new dashboard button.
Specify new dashboard name and select existing reports that you would like toincludeindashboard.
You can easily arrange reports in dashboard by
- specifying their width in percentage from all page
- specify if they should be aligned to left or right side of page
- rearrange reports using drag-and-drop
- add pagebreak after report and before next report begins
- add or remove frame around the report
After initial arrangement you can expand all reports and preview dashboard. If everything looks good then you can save your dashboard or continue rearranging reports if needed. You can also create a copy of existing dashboard (if you would like to create another dashboard page with some modifications) or delete unnecessary dashboards.
Each dashboard after saving will have unique URL address (e.g. sample demo dashboard have URL address https://eazybi.com/accounts/1/dashboards/overview). You can bookmark this URL in your browser for faster access to it.
If you later want to edit dashboard layout then either double-click on dashboard title or click edit button. Or use new button to create additional dashboard pages. You can also rearrange dashboard pages sequence using drag-and-drop (when in dashboard edit mode).
Common dashboard page dimensions
If you have several reports in a dashboard and all these reports have common page dimension (e.g. Time dimension to select necessary time period) then it might be quite time consuming to change this common page dimension selection for each report individually.
In these cases you can move these report page dimensions to common dashboard page dimensions. In dashboard edit mode click on report page dimension and click common page button.
After saving dashboard you can select dashboard page dimension members and all reports which use this page dimension will refresh results using this page selection.
When you save dashboard then all current common dashboard page selections are saved as well for this dashboard (and in this dashboard will override default page selection in included reports). All non-common report page dimensions after dashboard page refresh will use default report page selection.
Dashboard email subscription
You can subscribe to receive a regular e-mail of your dashboards from the menu.
You will receive a PDF attachment to your account e-mail of all dashboards you have scheduled to be sent during half an hour time span. Please select week days or days of month to set how often you would like to receive emails.
*If you set 31st day in "Days of a month" settings but some month does not have that many days, the dashboard will distributed in the first day of new month.
Export and import dashboard definitions
If you have several eazyBI accounts or several eazyBI environments (development, test, production) then you can export dashboard definitions from one eazyBI account and import into another.
To export dashboard definition click on the "Export "other report actions in report header toolbar and select Export definition.
You will see report definition in JSON format, please copy this report definition and paste it in the "Import definition" form in another eazyBI environment. Exported dashboard definition will also include all report and calculated member definitions that are used and needed for this dashboard.
Now you can visit the other eazyBI account where you would like to import one or several exported dashboards and click Import definition.
In Import dashboard definition dialog paste previously copied dashboard definition and click "OK".
After import will be done you will be able to see and use imported dashboards in the new eazyBI account.
Export to PDF
You can export a dashboard to PDF (If you use eazyBI add-on for Jira Server you have to install Google Chrome).