Manage Reports options for Dashboard Editor

As shown in the image below, when you select the Manage Reports tab and select a folder, it will display the dashboards in the folder to which you have access. If you are not the author of the dashboard and only have Editor access, you will not have any options available under the Actions area to the right of the Dashboard name.

 

The options available to you as the Editor of the dashboard for the Dashboard and also for the sub report(s) are explained below.

 

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A

List of all folders you have access to.

B

List of all the Dashboards you have access to within the chosen folder.

C

You will not have any Actions listed here if you are not the Author of the Dashboard

D

List of sub reports associated with the chosen dashboard. You can rename the sub report(s) that you created by clicking on the sub report name.

E

Each Sub Report is shown as a separate tab when you view the dashboard. By unchecking this checkbox, you can disable the sub report from being listed as a tab when you view the dashboard. Disabling a sub report only disables/hides it when you view the dashboard.

F & G

Move the dashboard to a different folder

H

Save a copy of this sub report using a different name. You can save any sub report using a different name. If you save a sub report created by the Author to a different name, the saved sub report is now your sub report and will have all the actions available as though you created the sub report.

G

Each Sub Report is shown as a separate tab when you and other users view the dashboard. By unchecking this checkbox, you can disable the sub report from being listed as a tab when you and other users view the dashboard. Disabling a sub report as the Dashboard Author will also remove this sub report for all users to whom you assigned access to the dashboard using the permissions tab.

H

Delete the Sub Report. You will only have the option to delete sub reports that were created by you.

 

 

 
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