Create a Dashboard Report Definition

To create a new dashboard definition:
  1. Click Dashboard icon and select New Definition. The New Dashboard Definition window appears.
    New Dashboard Definition
  2. (Optional) Click Copy to copy indicators from another project. The Copy Indicators from a Project window appears.
    Select the indicators that you want to copy and click OK.
  3. Select the indicators for the new dashboard definition.
  4. Enter normal, warning, and alert values for the range definitions for each indicator that you have selected.
  5. Click Next.
  6. Select one Category Indicator for each category, and one indicator as the Project Indicator.
    Note: The indicator that you select as a project indicator must also be a category indicator.
  7. Click Next.
  8. (Optional) Specify an email address for each recipient who should receive an email notification about the project status. Click Add, select a project status, and enter an email address. Click Save.
    Note: If you send email notifications as part of the dashboard definition, the email notification contains a ZIP file (DashboardReports.zip) with the Dashboard reports in HTML format with the contents of the reports when they were generated. It also contains a link to the latest dashboard reports and status on the SAS Content Server.
  9. Click Next.
  10. Use the default selections, or select one or more reports to include in the dashboard reports.
  11. Click Finish.
    Note: You must define dashboard report indicators for all projects that you want to be included in your dashboard reports.
  12. Click Close.
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Last updated: February 22, 2017