Managing Dashboards (Classic)

Important: This topic is for the Classic Dashboard experience. To view the content for the Dashboard experience see Dashboards.

For information on Classic experiences, see Archer Classic Experiences.

The Manage Dashboards page is your starting point for all dashboard tasks. You can view existing, create new, export, copy and delete existing Classic Dashboards.

On this page

Export a Classic Dashboard

You can export a Classic Dashboard to a PDF or Microsoft PowerPoint (PPTX) file.

  1. From the dashboard, click Ellipsis, and select either Export to PDF or Export to PPTX.

  2. In the Export Complete dialog, click to access the exported file.

  3. Open or save the exported file using the tools available in your browser.

    4. The following table indicates how the dashboard elements appear in each of the available presentation formats.
    Format Description

    Portable Document Format (PDF)
    • The title page displays the name of the dashboard.
    • Each chart type report appears on a single page.
    • iViews appear in the order in which they are laid out on the dashboard (left to right followed by top to bottom).
    • The time and date stamp appears at the bottom of the PDF window to indicate when the dashboard was exported according to locale.

    PowerPoint presentation (PPTX)
    • The title of the presentation is the same as the name of the dashboard.
    • The slide title matches the name of the report.
    • The process exports only the first report of a multi-report iView.
    • Each chart-type report appears as a single slide.
    • Any exported report that only contains a table will display only the first 4 rows of the table on a slide. If you double click on the table, it will open an Excel Spreadsheet, where you can view the complete table with all records.
    • Any exported report that contains both a chart and table will display the full chart and an embedded Excel spreadsheet object. If you double click the Excel object, you can view the complete table with all records.
    • A hierarchical report displays only the first level without expanding the tree.
    • iViews appear in the order in which they are laid out in the dashboard (left to right and then top to bottom).
    • The table of contents contains references to all the slides created during the export.
    • The title slide displays a time and date stamp to indicate when the dashboard was exported according to locale.

Create a Classic Dashboard from a workspace

You can create a new global or a personal Classic Dashboard from a workspace.

Task 1: Create a dashboard

  1. From a workspace, click Ellipsis> Add Global Classic Dashboard.

  2. In the General Information section, enter the name and description.

  3. In Layout Design section, select the column layout for the dashboard.

  4. (Optional) Attach supporting documentation about the configuration of your dashboard.

Task 2: Determine who can access the dashboard

  1. Go to the Access tab.

  2. Select whether you want the dashboard to be public or private. If you select private, select the users, groups, roles, or solutions that you want to give access to this dashboard.

    Note: Assigning rights to the dashboard does not assign a user the rights to see the content in the dashboard. Users would still need rights to the iViews and the content in the iViews.

  3. Click OK.

Remove a Classic Dashboard from a workspace

Deleting a dashboard removes the dashboard from the workspace, but does not delete it from the dashboard database. Global iViews associated with the dashboard are not deleted. You can only permanently delete dashboards if you have been granted administrative permission.

  1. From the menu, click the workspace that contains the dashboard that you want to delete.

  2. Click Ellipsis> Edit Workspace Properties.

  3. On the Manage Workspaces page, click the Dashboards tab.

  4. Click Remove to remove the dashboard from that workspace.

  5. Click Save.

Delete a Classic Dashboard

  1. From the menu, click Admin menu > Workspaces and Dashboards > Dashboards.

  2. In the Actions column of the Classic Dashboard you want to delete, click delete.

  3. Click OK.