Prevail 10 E-Training*: Implementing Dashboards

A Dashboard is simply a chart or graph of certain elements of your data, displayed in the format you define.

Unlike reports, Prevail dashboards are interactive with the data and have drill-down capability all the way down to the individual data elements. When you click on the Dashboard button, you’ll be able to configure how you want to view the dashboards you’ve been given access to see.

Instructions

1. Click 'Dashboard'.

   1. If there is no Dashboard button available, either no dashboards have been created or you do not have access to view dashboards.

2. Click ‘Add’ to set up the tab of dashboards.

3. In the Title field, enter the title you want for your first dashboard tab.

4. Select the display layout that you want for this dashboard tab.

5. On the left side of the window, under the Title field, you will see a drop-down list of dashboard groups, and below that, a list of all of the dashboards within the selected group.

   1. The default group is All, which includes a list of all dashboards in all groups.

6. Click the dashboard that you want to add to your dashboard viewer.

7. Drag to the right side of the window, where you want it.

8. Continue this process to fill the sections in on your first dashboard tab.

9. Click ‘Save’.

10. Now that you have saved your dashboard, you'll notice a few new buttons on the top right side:

12. Within each dashboard panel, the following buttons will be visible: