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    Using Dashboards

    Displaying Data

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


    To do this, click on the parameter you want to hide. The select parameter becomes grey and you cannot see it anymore on your chart:


    Click on the parameter again to display it.

    Drilling into Dashlets

    It is possible to see the underlying data of any Pie Chart of Bar Chart - to do this, clock 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 this data to Excel.


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

    Search Data:

    The search function on each column looks like the following:



    Removing Portlets


    Note: The option to remove is removed from dashboards that the User has subscribed to, 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:


    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.



    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 form, or across similar forms.

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


    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.


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