About Dashboards and Reports

A Dashboard displays a collection of charts, that is, data compiled from multiple points of interest in HTML, or saves the collection of reports with information for a specific period to PDF or Excel format.

Charts only display information on objects to which the current user has access, such as the programs the current user owns.

Dashboards provide the following functionality:

  • Assign HTML Dashboards to display in the user's initial landing page, schedule the interval when the report data is updated, and publish the dashboard to other Portals, such as Salesforce and Sharepoint. Publishing the HTML dashboard allows others to see data and statistics for programs as well as entities as they are being evaluated. You can also run and display the dashboard from the Dashboard folder.
  • Archive a dashboard to PDF, HTML, or PNG format. Saving the dashboard allows you to create a snapshot of information during a specific period. You can save PDF, HTML, or PNG versions locally or you can archive them in the RiskVision solution and point to the archived file from other portals.
  • Export results to Excel.

The RiskVision solution provides a wide variety of system dashboards that are used for landing pages such as the Program Summary dashboard that displays on the R6 Charts tab of Program details page.