OVERVIEW
The existing Panel option enables to add Public Panels created by other users.
TO ADD EXISTING PANEL:
- Select the Dashboard on the main menu to enter the Dashboard.
- Click the Red PLUS button on the bottom right to add Existing Panel
- The Add Existing Dashboard Panel pop-up window is displayed with the following fields:
- Existing Panel: List the Public Panels with the Panel Name (Chart Type/Report Type). List also includes the Private Panels created by logged in user
- Size: Select the size of the panel in the Dashboard from the Size dropdown.
- Press the Save Button.
The Selected Panel gets added in the Dashboard.
ACTIONS TOOLBAR
- Refresh – Refresh the data displayed
- Edit Size – Edits the size of the Panel as Small, Medium, Large
- View Settings: The Panel Details are pre-filled and cannot be edited
- Full Screen – Shows the Panel in a different window in full-size
- Remove – Removes the panel from the dashboard, but not deleting it
- Excel Export Current Page: Exports the records on the current page in Excel format
- Excel Export Entire Result Set: Exports all records in Excel Format