Help Center
Create a Ticket
  1. SureCloud Help Center
  2. Reporting
  3. Overview
    Follow

    Using Dashboards

    Displaying Data

    It is possible to hide one or more parameters, so the chart will only show the remaining ones.

    Pie_Chart.png

    To do this, click the parameter you want to hide in the key. The select parameter becomes grey in the key, and will be hidden from your chart:

    Pie_Chart_Unselected.png

    Click on the parameter again to display it.

    Drilling into Chart Data

    It is possible to see the underlying data of any Pie Chart of Bar Graph - to do this, click on the section you want to drill into. This will then display the underlying data. You have the ability to order this data, run a search on it and export it to Excel.

    Pie_Chart_Drillthrough.png

    Each column can be re-arranged whilst viewing, and can also be searched by hovering over the column.

    Search Data:

    Clicking on the search function on each column will show a list of values to search from:

    Pie_Chart_Column_Filter.png

     

    Export Data:

    You can export data from any portlet at any time. If you choose to export data while displaying the high level information then just the high level data points will be exported. If you choose to export the chart after drilling into a specific part then just the data being displayed will export.

    To export data from a portlet select the portlet ellipses menu and choose to download to either CSV, Excel or PDF.

     

    mceclip0.png

     

    Removing Portlets

    Note: You will be unable to remove portlets from dashboards you are subscribed to and did not create, as they are controlled by the User who has published them.

    When viewing local dashboards that you have subscribed to or created, you will also get some more options for exporting the data:

    Pie_Chart_Download.png

    To see more about Copying a Chart Image, see Copying Charts. Users can download in CSV, Excel or PDF to get the data behind the portlet. For more information on the resource link, please see the article here.

    Copying Charts

    Charts can be copied by selecting Copy Chart Image. This will produce a pop-up containing an image of the Chart. By right clicking on the picture of the Chart (not in the white space around it) you will be able to Save or Copy the Chart.

    Copy_Chart_Image.png

    Copy_Chart_Image2.png

    You will then be able to paste the image into programmes such as paint or Microsoft Word.

    Template Reports

    Template Reports are tabular reports that are configured within a Template. They are a way of distilling and presenting key data either from a single entity, or across similar entities.

    The functionality of Template Reports’ allows Users to sort the data by one of the fields, order the fields within the table, and search the data for something of interest.

    mceclip1.png

    Sort: Click on the column header that you want to sort the data (A-Z). Click again to reverse (Z-A).

    Order: Drag and drop any column to a new position. It will go back to the original position after you have logged out.

     

    Note: You may have more records than there is space for in the Portlet. You may need to scroll within the Portlet and/or navigate to further ‘Pages’ within the report. Please check the summary of records and pages at the bottom of the Portlet. You can adjust the number of records displayed per Page, as shown above.

     

    Was this article helpful?
    0 out of 0 found this helpful

    Comments

    Further Questions?