Here is how a report appears when created.
Are you more visual? If yes, working with dashboard is the
best for you!
What is it?
First, note that a dashboard is a visual display of key
metrics. Dashboards are closely connected with reports: for each dashboard
components, there is a single source of report.
However, you might use several times the same reports for
different dashboard components on a single dashboard page.
How to work with dashboard?
Working with dashboards will help you to create an efficient
Exactly as seen above concerning the reports, dashboards are
stored in folders. Thereby, you can determine who has the access to these
folders in order to view, edit or manage them.
Be careful, to access to the dashboard components, make sure
you have the access to the report used.
A running user is dedicated to each dashboard with specific security
settings. These settings determine the data displayed in the dashboard. The
dashboard viewers may see the data based on the user security settings,
regardless of their own ones. Therefore, select the running user wisely.
For example, when creating a dashboard, if the running user
is the sales manager, it will allow his/ her team members to view this dashboard,
and not the other teams.