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When building or editing a Dashboard Tab you will have access to a range of menus, allowing you to configure and customise the tab. Depending on the type of tab and content it contains you will see different groups of menus displayed at different times.


Save Dashboard




Provide a name for the Dashboard Tab that will be displayed on the Tab and in the Browse page.


Provide a description for the Tab that will help the user understand its purpose.


Select a Content Category from the drop down list. This will then provide a list of Sub Categories to select from.

Sub Category

Select a Content Sub Category from the list to store your Dashboard Tab in. Sub Categories spilt up your content, as well as providing a layer of security.


Define tags to assign to your tab that will help the user locate them.


Private - selecting this option activates the Dashboard Security menu, which allows you to define a list of users that can access your tab.
Public - if you have permission to create Public tabs you can select this option, allowing other users of the system to access your tab.


Dashboard Layout



Sub Tabs

Off - sub tabs are disabled, you can only have one set of content on the tab, with a single layout defined.
On - when enabled you are able to create sub tabs to display along with your original tab content. Each sub tab can have its own layout.


Select from 1, 2, or 3 Column templates.


Analytic Setup

This menu allows you to set up several types of links between reports, including;

  • Filters
  • Time Slider
  • Chart Brushing
  • Data
  • Drill Down

See Analytic Setup for more information.


Series Selection Setup

This menu allows you to link the selectable series on your charts together, so each chart displays the same metric.

See Series Selection Setup for more information.


Filter Settings

This menu becomes available once you have linked filters on your reports through Analytic Setup.

See Formatting Filters for more information.


Dashboard Security

This menu becomes available when you set a Dashboard Tab to be Private on the Save Dashboard menu. Here you are able to add users to the tab audience, and set their permissions to Read, Update, or Delete.

See Tab Security for more information.


Dashboard Settings



Visible Unit Selection

If you have a time series chart displayed on your dashboard, with Visible Unit Selection enabled, you will be able to display the unit selection on the tab by enabling this.

Default Units

If Visible Unit Selection is enabled, define the default unit to be displayed on the tab.

Minimum Unit

If Visible Unit Selection is enabled, define the largest selectable unit to be displayed on the tab.

Maximum Unit

If Visible Unit Selection is enabled, define the smallest selectable unit to be displayed on the tab.


Enabling tab help allows the user to move through the content and functionality available on a tab and view descriptions that aid their use of the tab.

Display help when

If Help is enabled, you need to define when the help messages are displayed:

  • This tab is first seen - when a user views a tab for the first time, all the help messages are displayed
  • This tab has been updated - when a tab has been updated the help messages are displayed the next time a user views the tab, in order to ensure they understand what has changed and why
  • Every time a user logs in - this is often used for accounts that are reused by multiple people. For example, you may have a new user account set up to get people used to the system before providing them with their own details and broader access permissions
  • When a user requests it - this means that the help is not displayed unless a user decides to view it by accessing it through the tab's menu

Help Text

Provide a helpful description of the tab, to be displayed as part of the tab help.




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