Define Dashboard Viewer Options

Use the Dashboard Viewer Options window (accessed from within the Dashboard Viewer) to define the following:

  • Dashboard to Show: Default Dashboard to display when the Dashboard Viewer is opened. You can select the default Home Dashboard, a specific Dashboard, or a Slideshow.
  • Allow Drill-Down: Whether or not to allow Users to drill-down on a Dashboard from within the Dashboard Viewer (either by clicking a record or double-clicking a Widget). Drill-down does consume a license.

To Define Dashboard Viewer Options:

  1. Open the Dashboard Viewer.
  2. From the Dashboard Viewer menu bar, click File>Options.

    Dashboard Viewer Options

  3. Select the default Dashboard to display when the Dashboard Viewer starts:
    • Home Dashboard: Select this radio button to display the default Dashboard for the currently logged-in User.
    • Dashboard: Select this radio button to display an alternative Dashboard. Click the Dashboard button to open the Dashboard Manager, and then select an existing Dashboard or create a new Dashboard.
    • Slideshow: Select this radio button to display a Dashboard Slideshow. Click the Slideshow button Slideshow Button to open the Slideshow Manager, and then select an existing Slideshow or create a new Slideshow.
  4. Allow drill-down: Select this check box to allow Users to drill down into data on a Dashboard (either by clicking a record or double-clicking a Widget). When a User drills down, the Dashboard Viewer launches CSM, automatically logs in the User, and consumes a license.

  5. Select OK.