Editing Dashboards

tip

AtlasBI has quick reference documentation built right into the product. The documentation can be accessed by clicking on the question mark (?) icon in the upper right-hand corner of any Dashboard. If you have any further questions, please contact Support at support@atlas-sys.com or (800) 567-7401.

You can view and edit your installed reports in the left pane on the Home tab.

To edit reports or customize your Dashboard, click the Edit in Designer option on the bottom left.

If you build a report that you have found really helpful and would like to share it with another institution, simply Export the document on the Dashboard Menu and send the file. The other institution can then Import that XML file on the Dashboard Menu.

Customizing dashboards

Once in Designer Mode, you can perform the following actions:

Create a custom dashboard Connect dashboards to data source(s) Add dashboard items Binding dashboard items to data Designing dashboard items (e.g. treemaps) Data shaping (e.g. filtering, sorting) Interactivity (e.g. master filtering) Appearance customization	Data Analysis Converting dashboard items Dashboard layout (e.g. title changes) Undo and redo operations Saving a dashboard Opening a dashboard Exporting User Interface (UI) elements

For a more in-depth explanation of the Designer Mode functions, please click on one of the links above.