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Manage Dashboards

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This job aid outlines the process for managing reports within dashboards.

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Important Information

  • Refer to the Commonly Used Report List for a list of reports that will be useful in your area.
  • A dashboard will only return data if the role has access to the data the reports include.
  • You can add and remove dashboard applications to your Home page. See the Manage Reports in the Favorites Application job aid for more information.

Getting Started

Add a Chart

  1. On your Home page, select the application you wish to modify. Some common applications with dashboards include Team Performance, Recruiting, Talent Management, and Time and Absence.The application icons for Team Performance, Recruiting, Talent Management, and Time and Absence
  2. The dashboard displays with different reports. Select the Gear icon in the upper right-hand corner. The Gear Icon icon in the upper right corner of an example dashboard page

Note: Depending on the application, you may see a section called Required Worklets. These reports cannot be removed or reordered.The Dashboard Tab showing the required worklets section on the left-hand side of the screen

  1. Under Optional Worklets, select the Plus Sign (+) icon.
  2. In the Worklet column, select a report to add to the dashboard.The Optional Worklets table highlighting the plus sign icon and the worklet column

Note: You can add multiple reports and reorder them as desired.

  1. Select OK. Then select Done. You are taken back to the dashboard. The report(s) you added will display.

Note: Some reports may need to be configured, as indicated by a yellow caution triangle. Select the report’s Gear icon > Edit Settings. Enter the required information and select OK.An example report that needs its settings edited before it can display properly; the gear icon and edit settings link are highlighted for emphasis

Configure a Chart

  1. On your Home page, select the application you wish to modify.
  2. Select the Configure and View Chart Data icon next to a report to view different chart options. Select one of these options or select Configure to access advanced options. Chart view options include Pie, Line, Bubble, Clustered Column, Stacked Column, 100% Column, Clustered Bar, Stacked Bar, 100% Bar, Overlaid Area, Stacked Area, and 100% Area.An example report with the Configure and View Chart Data icon highlighted

Note: Some (but not all) charts are interactive. You can typically hover over or select a section of a chart to view more details.

  1. Select the Gear icon to access more options available for the report.

Note: Options vary by report but typically include Refresh, Download to Excel, and View More. Select Refresh to return the chart to the original format.

This completes the Manage Dashboards process.