How to Display Your Report in the Dashboard Menu

Overview

Adding a report to your dashboard can be a valuable way to access important information quickly. This guide will walk you through the steps to add a report to your dashboard.

Workflow

1. Create a New Report

   • Start by creating a new report using the report builder, see Build a Report.

   • Ensure you save your report while considering the following fields:

     • Permission - Assign this to the user's permission level you want to grant access to the report

     • Type - Set this to Dashboard Listing

     • Scope - Select 'Private' if the report is for your exclusive viewing, or choose 'Global' if it should be accessible to everyone with the specified Permission levels.

     • Status - You can access the report in the Dashboard menu when its status is either 'Active' or 'In Progress'.

2. Navigate to the Dashboard:

   • Ensure that your logged-in user has access to the report based on security group, home institution, global/private settings, and status.

   • If your user meets the access criteria, the system will automatically run the report and load it onto the dashboard screen.

Hyperlinked Fields: Note that currently, only the following fields are converted into hyperlinks:

• Student Party Id - student_party_id

• Course Enrolment Id - course_enrolment_id

By following these steps, you can easily add a report to your dashboard for quick access to the information you need.