Reporting Dashboard is a standalone module of SSP. It provides an interface to display data in different formats that best suit the data.
Visibility and administration of charts can be defined on role and personal level.
ReportingDashboardCharts
Create Dashboard homepage
To create the main page, provide the title of the dashboard and click on add.
ReportingDashboardHomePageCreate
If required sub-pages can be created the same way.
ReportingDashboardSubPages
Chart Types
Charts can be created under "categories". Here we define the type of data display and the position of the chart.
RepDashAddCategory
RepDashAddCategory2
List with trends - this is a line chart
Tabular list with status lights -
List with gauges -
Table -
When the title, the type of display and position is defined, click save.
Table Configuration
To set up a new table, create the category. A blank category appears.
RepDashBlankCat
Click on edit to add data.
RepDashTableFill
Add columns and rows as required. Each column has a Header. Add data below headers in each row. When done, click "save".
Line Chart configuration
Click on the "edit" button. Click on "add row".
RepDashLineChart1
RepDashLineChart2
Title - this is the title of the first line graph
Raster - if the grid should show
Min value - define the minimum value of the Y axis
Max value - define the maximum value of the Y axis
Line value - define where a line (base value) should be shown. This can be 0 or higher or lower if a base value, say targeted budget needs to be shown.
Description - this text will show below the chart
Values Line 1 and Values Line 2 - an excel file needs to be uploaded with 2 columns like shown below.
RepDashLineChartExcel
Label Line 1 and Label Line 2 - if a label for the values should show, provided it here. This will appear as the legend.
RepDashLineChartLegend
If done, click on save or add another line chart by clicking on "add row". You can add several line charts for the same topic (title of the category).
Gauges Configuration
Click on "Edit" and when in the editing screen, click on the "add row" button. Fill in the title. Score is between 0 and 10. Set it according to requirements. Provide a description to explain the gauge setting.
RepDashGaugesConfig
When done, click on save or add another row to show multiple items.
Lines with Status LIghts Configuration
Click on "edit"
RepDashLights
Provide a title in the top field.
1. Provide a label for the first item.
2. Set the status number between 0 and 10, then select whether the trend is improving/increasing, not changing (equal), or decreasing/worsening.
3. Under description, provide an explanation.
4. Click "save" or add another row.
Repositioning and Default Layout
The positioning of the charts is not fixed. They can be moved around. There is an option to set a specific arrangement as default. To do this, expand the "Default postions" and then click on
SetDefaultRepDash
When the charts are moved around, they can be reset to the default setting by clicking on the "reset positions to default".
It is also possible to print the charts to a pdf file. To do this, click on "export to pdf".
RepDashDefault
Access Rights
RepDashPeople
3. Click on "save person".
2. Select the "right".
1. Select user by clicking on "select user"
People can have Read, Write or owner rights.
RepDashRoles
To provide Read, Write or Admin access for roles, select the appropriate right for each role and then click on save.
The control of visibility and editing rights can be done at two levels. Roles and people.
Once admin rights are granted for any or all dashboards, users having these rights can change access rights from within the Dashboard.
RepDashRightsConfig
For each Main group and each sub-group, the rights can be configured separately. For more information on Roles configuration see Managing Roles
RepDasgAdminRights
The initial access to the Reporting Dashboard is provided by an SSP administrator under "Edit Roles". There is a section specifically for the Reporting Dashboard, as shown below.
