We know that dashboards allow continuous tracking of all business performance. At the same time, looking at all the information in one place appears hard to understand. This way, report snapshots provide a high-level summary of reports and the links that connect with the relevant data. Report snapshots reduce the burden of viewing all the information from the reports and trying to understand all the data.
Each Report Snapshot portlet shows a general summary of the report’s results for a selected date or period. You have the option to set the number and order of results and choose the format that is most useful for you, including four different chart types, or a list.
You can define the look and feel of each chart by setting its theme and background. Additionally, you can expand the portlet to a full-screen view by clicking the double arrow icon.
Each portlet has options to print content, download content to a PNG, JPG, PDF, or SVG file, and view the underlying report’s detailed data.
To add a Report Snapshot portlet to a page:
- Click Personalize in the upper right corner of the dashboard. You can also use the Personalize Dashboard link in the Settings portlet.
- On the Report Snapshots tab of the Personalize Dashboard palette, click the Report Snapshots icon or drag it onto the dashboard.
- If the Report Snapshots tab does not display in the Personalize Dashboard panel, it means you cannot add Report Snapshot portlets to this page.
- Click Set Up in the portlet’s menu to select the report snapshot you want to be displayed in the portlet.
After you have added a report snapshot to your dashboard, you can configure the data that is displayed.
- Click thumbnails in the portlet to try different chart types.
- Select the time period for which report snapshot data is displayed from
Date Selector for Comparative Report Snapshots or Date Selector for Other Report Snapshots
- For more configuration options, click Set Up.