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Adaptive Planning
Create Shared Reporting Dashboards

Create Shared Reporting Dashboards

We have migrated reporting dashboards to announcements. Access your existing reporting dashboards from the Announcements option on the main navigation menu. See Create Adaptive Planning Announcements.
If you are an administrator with Admin Dashboards permission, learn how to create, share, and assign dashboards to levels in the organization structure. To view the newly shared dashboard links in the main navigation menu under Reports > Reporting Dashboards, log out and log back in to the application.
The reporting dashboards referenced here are not related to Dashboards available from the main navigation menu.

Share Standard Dashboards

Standard dashboards can contain up to nine graphical reports. You can include only shared matrix reports that have the graphical report option turned on. You cannot add graphical reports with prompting parameters to standard dashboards.
To create a standard dashboard:
  1. Navigate to
    Modeling > Model Management > Others > Reporting Dashboards
    .
     A list of shared standard dashboards appear. You can create, edit, or delete dashboards from this page.
  2. Select
    New Dashboard
    .
  3. Enter a name for the dashboard. This is the name users see on the Reporting Dashboards menu.
  4. Specify which levels the dashboard is visible on and select
    Done
    .
  5. Specify the layout for the dashboard (rows
    x columns).
  6. Navigate through the Shared Reports folders and locate a report to add to the dashboard. You can also search for reports.
  7. Drag the report to the layout area.
  8. Enter a header for the report and specify a header color.
  9. When you've finished adding reports to the layout, save your changes.

Share Report Dashboards

Report Dashboards contain a single report. You can include any shared report that is not a repeating report, a static report (except for .txt and .html type files), a report book, or a report with prompting parameters to a report dashboard.
To create a report dashboard:
  1. Navigate to
    Modeling > Model Management > Others > Reporting Dashboards
    . A list of shared report dashboards appear. You can create, edit, or delete dashboards from this page.
  2. Select
    New Report Dashboard
    .
  3. Enter a name for the dashboard. This is the name users see on the Reporting Dashboards menu.
  4. Specify which levels the dashboard is visible on and select
    Done
    .
  5. Navigate through the Shared Reports folders and locate a report to add to the dashboard. You can also search for reports.
  6. Drag the report to the layout area.
  7. Save your changes.