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Click on a report to bring up its properties in the Properties panel. You will be able to edit these on a canvas layout.
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Report access
Dashboard designers, and end users alike will not be able to view reports that they do not have access to. The following image will appear in place of 'secure' reports:
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Report object menu
Hover over or right-click on a report object to bring up a menu with multiple options.
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Menu icon
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Description
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This brings up another menu to perform numerous actions on the selected object. See here for more information. It can also be used to drag the widget.
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This button allows you to carry out the following options.
- Print: Print the specific report.
- Export: Export the report content to a number of file formats, including PDF, DOCX, XLSX, CSV, and Text.
- Share: Share the reports with other users.
- Information: View the report information that contains sections on Report Details, Columns, and SQL Statement.
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Displays the report in a tabular form.
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Displays the report’s chart.
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Allows you to drill up from a drilled down report. This option only appears for report objects, when a drill interaction has been performed on it.
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Allows you to reset a drill interaction on a report. This option only appears for report objects, when a drill interaction has been performed on it.
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Navigates to the Report’s output page, where you can edit the report and re-publish it.
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Report menu visibility
You can control the visibility of this menu that pops up on report objects for dashboard users. By default, this setting is set to appear on Hover, but it can be completely hidden or made to always appear.
Note that users can control this setting at the global level or the individual report object level.
- Admin level: This controls the menu visibility from the global level, for all report widgets on dashboards. Navigate to Administration > Content Setting > Dashboard Settings > Portlet Settings and enable or disable the Action Buttons toggle. If enabled, the menus will appear all the time; but if disabled, they only appear if the users hover over the report. By default this is set to appear on hover.
- Canvas level: This controls the menu visibility from the canvas level for all report objects on the canvas. This is controlled through the Canvas dashboard’s sub-tab properties panel. Note that this setting will override the specified admin level setting, but not the individual report level setting. By default this is set to Never.
Click here for more information. - Individual report level: This controls the menu visibility for the selected report. Note that this setting will override admin level and canvas level settings. By default this is set to Inherit. See below for more information.
How to change menu visibility
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Report access
Dashboard designers, and end users alike will not be able to view reports that they do not have access to. The following image will appear in place of 'secure' reports:
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Report object menu
Hover over or right-click on a report object to bring up a menu with multiple options.
Menu icon | Description |
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This brings up another menu to perform numerous actions on the selected object. See here for more information. It can also be used to drag the widget. | |
This button allows you to carry out the following options.
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Displays the report in a tabular form. | |
Displays the report’s chart. | |
Allows you to drill up from a drilled down report. This option only appears for report objects, when a drill interaction has been performed on it. | |
Allows you to reset a drill interaction on a report. This option only appears for report objects, when a drill interaction has been performed on it. | |
Navigates to the Report’s output page, where you can edit the report and re-publish it. |
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Report menu visibility
You can control the visibility of this menu that pops up on report objects for dashboard users. By default, this setting is set to appear on Hover, but it can be completely hidden or made to always appear.
Note that users can control this setting at the global level or the individual report object level.
- Admin level: This controls the menu visibility from the global level, for all report widgets on dashboards. Navigate to Administration > Content Setting > Dashboard Settings > Portlet Settings and enable or disable the Action Buttons toggle. If enabled, the menus will appear all the time; but if disabled, they only appear if the users hover over the report. By default this is set to appear on hover.
- Canvas level: This controls the menu visibility from the canvas level for all report objects on the canvas. This is controlled through the Canvas dashboard’s sub-tab properties panel. Note that this setting will override the specified admin level setting, but not the individual report level setting. By default this is set to Never.
- Individual report level: This controls the menu visibility for the selected report. Note that this setting will override admin level and canvas level settings. By default this is set to Inherit. See below for more information.
How to change menu visibility
- To change the menu visibility for an individual report, open a report object's property panel and jump to the Report Menu section.
- Select visibility option from the Show Report Menu dropdown. Options include:
- Inherit: (Default selection)The object menu will inherit this setting from a higher level. Note that this menu visibility is also controlled at the admin level, and canvas level. For dashboard canvas, the canvas level setting will be inherited, and for static dashboard layouts, the admin level setting will be inherited.
- Never: The report menu will never appear in a published dashboard, however will still appear when hovered on in edit mode.
- Always: The report menu will always appear. For static layout dashboards, this will make the menu appear constantly in both edit and published modes; however for canvas dashboards, it will continue to hover in edit mode, and always appear in published mode.
- Hover: The report menu will only appear when hovered on. Use this to make the menu appear only as long as users hover over it.
- Note that the individual report level setting will override menu visibility setting at the canvas and admin levels.
- You can further control each of the report menu options by choosing to display or hide them using the following configurations.
Refer the to Report Menu section in the report's property table above for further information.
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Sorting Report Columns
You can sort a column in a report table on your dashboard in an ascending or descending order. This is possible is the dashboard canvas, as well as static layouts - in draft or published dashboards.
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- Add a report to the dashboard. In case of a multi chart report, choose report table as the display type.
- Click on the arrow menu icon of the column you wish to sort. This will bring up a menu.
- Select Sort and then choose how to sort the column values, in ascending or descending order.
- Your column will be sorted, and the selected sort order will be visible in the column name.