Reg:Default Dashboard

Question

Hi all,
My Client is looking for this requirement:- Need Default Dashboard Page for all the Reports and Responsibilites.
I have built a Default Dashboard (with name Modules Overiew). We are having 6 modules in total(Financials, Manufacturing,Projects etc.). In each Module we are having some 5 to 10 reports..
So for this I used Link or Image and text options to build dashboard. In the link or image section(I gave the request or dashboard as /shared/_portal/Manufacturing dashboard layout and in the same way for all other modules) in the Caption part gave text as Open. In the Text Section, I gave the description about the each module.
Now at present we are able to see all the modules with their corresponding path in one Dashboard.
But now my client has come with new requirement.. that all the reports following under each module should be displayed in their corresponding .( for example in manufacturing-10 reports, Finance-8 reports, projects-6 reports) paths.
For this I started giving path in the section Link or image :- shared/_portal/Manufacturing/Report name.. like this for all 10 reports.. Bu it is taking more time.
May I know is this the correct way.. Is their any simplest way to do this..

Answer 1

796797 wrote:
Hi all,
My Client is looking for this requirement:- Need Default Dashboard Page for all the Reports and Responsibilites.
I have built a Default Dashboard (with name Modules Overiew). We are having 6 modules in total(Financials, Manufacturing,Projects etc.). In each Module we are having some 5 to 10 reports..
So for this I used Link or Image and text options to build dashboard. In the link or image section(I gave the request or dashboard as /shared/_portal/Manufacturing dashboard layout and in the same way for all other modules) in the Caption part gave text as Open. In the Text Section, I gave the description about the each module.
Now at present we are able to see all the modules with their corresponding path in one Dashboard.
But now my client has come with new requirement.. that all the reports following under each module should be displayed in their corresponding .( for example in manufacturing-10 reports, Finance-8 reports, projects-6 reports) paths.
For this I started giving path in the section Link or image :- shared/_portal/Manufacturing/Report name.. like this for all 10 reports.. Bu it is taking more time.
May I know is this the correct way.. Is their any simplest way to do this..First of all, you should go back and proof-read your question i.e., finish your sentences and words (e.g., "...should be displayed in their corresponding... what??) and "...like this for all 10 reports... Bu..." You are typing too fast.
Second, what do you mean by "...But it is taking more time"? Too much time running the dashboard or too much time for you to input the changes?
I am not sure what it is you are asking because you are not clear, but I am guessing you are looking for this:
1) Home Page - Consists or 6 links, one for each module.
2) Six secondary dashboard pages, one for each module, all hidden. Each of these dashboard pages in turn is a "table of contents" for the reports in the module, e.g., the Manufacturing dashboard page would contain 10 links, one for each report, the Finance dashboard page would contain 8 links, one for each report, etc.
The links on these dashboard pages would either point to the actual report itself, or another hidden dashboard page which would contain one of the reports in it. The former way is quicker and faster, but it reduces flexibility (e.g., you can't turn on "Report Links" to give users options) and it doesn't look pretty. The latter method takes longer to design, but it offers maximum flexibility in formatting and implementing end-user customization, and it looks nice. Also, you would only need to design the dashboard pages once so it is only at the beginning of this project that you would need to put much effort. After that, it is only modifying the reports, which you would need to do regardless of where they were located. My recommendation is to do the latter.
So, if this is what you intend, then that is the way to do it and if it is "taking more time," well, think of customer satisfaction when you've done. They will appreciate what you deliver.