Create Dashboards

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 the specific business area can provide a quick overview of the current business status and key performance indicators.

If you would like to share your reports on some web page using iframe or post them on big screens using wallboard option, or send on email, first, create dashboards in eaazyBI. And only then you can share this dashboard as you see fit.

On this page:

Create a new dashboard

Go to eazyBI tab Dashboard and chose option Create new dashboard or New. Then enter the name of the dashboard [1], add reports you would like to include [2] and save changes [3].

You can adjust the placement of reports by dragging and dropping them, inserting a page break [4]  (if "Export to pdf" is installed) between reports, remove frame [5], align on the left or right side of dashboard [6], and change report relative width [7].


Page filters for dashboard

If several reports have the same dimension on pages [1] (e.g., Time dimension to select a necessary period, or Store Sales as in the example below) then you can add this dimension for the whole dashboard as page filter. Open dashboard in edit mode. In report, click on page dimension you would like to bring out and chose common page [2]. The chosen dimension will appear on the top of a dashboard.

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.

After saving dashboard you can select dashboard page dimension members and all reports which have this page dimension will refresh results.


Dashboard email subscription

Automatic dashboard sending to email is available in for following eazyBI products: eazyBI for Jira Server (see Jira plugin administration for enabling instructions), eazyBI for Jira Cloud, eazyBI for Confluence, eazyBI Cloud STANDARD and PLUS subscription plans and Private eazyBI (see instructions for enabling).

You can subscribe to receive a regular email of your dashboards from the menu.

You will receive an email with a PDF attachment of all dashboards you have scheduled to be sent during half an hour time span. Please select either weekdays and time [1] or specify days of month and time [2] 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 email will be sent in the first day of new month. Don't forget to check and adjust the time zone for the subscription schedule [3].

You can customize the text in email body when eazyBI for Jira Server or eazyBI Private is used.


Export and import dashboard definitions

If you have several eazyBI accounts or several eazyBI environments (development, test, production) then you can export dashboard definition from one eazyBI account and import into another. Exported dashboard definition includes all report and calculated member definitions that are used and needed for this dashboard as well as report layout in dashboard and common page filters.

On the dashboard header toolbar, click on the Export definition [1] to copy the layout of currently selected dashboard or Export definitions of all dashboards [2] to copy all visible dashboard from current eazyBI account.

You will see dashboard definition in JSON format, please copy this definition for pasting it in the other eazyBI environment.

Now you can visit the other eazyBI account where you would like to import one or several exported dashboards and chose option Import definition.

In Import dashboard definition dialog paste previously copied one or all dashboard definitions 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 for Jira Server, eazyBI Private, or eazyBI for Confluence and do not see this option, contact your Jira administrator or eazyBI administrator and ask to install Google Chrome on eazyBI server.