Intelex

Create a Dashboard

by Mike Finch Updated on

Click in the Search Apps box and select Reports & Dashboards

My Tasks : My Tasks Summary : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

Select Create New Dashboard

My Tasks : My Tasks Summary : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

Give the Dashboard a title

Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

Fill out the info section and put a check mark in Automatically Apply Slicers and save

Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

Components of your Dashboard are referred to as 'Widgets' and can be accessed via the 3 icons indicated.

Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

The 'Data' Widget allows you to build the report and apply slicers to the report

Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

The 'Static Widget' allows you to add a text area, an image or a hyperlink button

Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

Under 'Search' widget you can find all of the options from the previous icons and also allow you to link to existing reports which can be used in this Dashboard.

Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

You could begin by adding an image to your dashboard. Click on the Static icon and select image

Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

As you create the image it will appear in list of widgets. You can then begin by add ing a Caption, description and upload your image to show on your dashboard report.

Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

Once your image is uploaded you can resize and move to where you want the image to display

Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

Now you can add some Custom Links.

Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

Custom link will be added to your list of widgets.  Give your link a Caption name and click on Add Link

Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

Complete the details with an optional icon, Application tab to select the type of records and give a caption name.

Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge
Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

You can create a second link to another dashboard or Sharepoint. To do this, click on Add Link and create as many as you need for your dashboard by entering the path to these links.

Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge
Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

Next you can add a text area.

Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

To edit the text and create hyperlinks simply double-click in the text area to open it up.

Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge
Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

By adding as many panels from existing reports as you need you can build up your dashboard. As you select the reports you need, they will appear on your dashboard.

Dashboards : Intelex 6.6.22.0 and 14 more pages - Work - Microsoft​ Edge
Dashboards : Intelex 6.6.22.0 and 14 more pages - Work - Microsoft​ Edge

Always remember to save your work as there is no auto-save in Intelex.

Dashboards : Intelex 6.6.22.0 and 12 more pages - Work - Microsoft​ Edge

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