Use a dashboard

This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Dashboard Permissions

1. In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
2. In the Dashboard list, click the name of the dashboard that you want to open.
3. Click the category area of the chart in which you want to drill down further to see lower level data.
4. In the shortcut menu, click Select Field, and then click the field by which you want to group the category.

   For example, you are viewing a chart that shows opportunities by potential customers. You want to drill down to see the opportunities for one potential customer, grouped by probability. Click the potential customer on the chart, click Select Field, and then click Probability. The chart now shows the opportunities for this customer with the probability of each opportunity.

5. Click the corresponding icon for a chart type that you want use for viewing the data.
6. Click OK.

   You can drill down even further on the resulting chart from the drill down on a chart.

1. In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
2. In the Dashboard list, click the name of the dashboard that you want to open.
3. Move the pointer over the chart and pause, and then click the Enlarge the chart button .

1. In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
2. In the Dashboard list, click the name of the dashboard that you want to open.
3. Move the pointer over the chart and pause, and click the View the records that are used to generate the chart button .

1. In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
2. In the Dashboard list, click the name of the dashboard that you want to open.
3. Click the component area that contains the list of records.
4. In the Current View group, click Filter.

   A Filter button is now available for all the columns in the list.

5. On the column on which you want to apply a filter, click the Filter button . Then do one of the following:
   • Click one of the default filters for the column.

     - OR -

   • Click Custom Filter, choose how to filter the records, and then click OK.

1. In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
2. In the Dashboard list, click the name of the dashboard that you want to refresh.
3. In the Action group, click Refresh All.