R365 Intelligence: Dashboard Action Menu

This article is part of R365 Intelligence and covers the options available on the dashboard Action Menu.

The R365 Intelligence Homepage is home to the dashboard grid, which features the dashboard Action Menu. This menu gives users action options for the dashboard. The following actions are available from this menu:

• Duplicate

• Share

• Export

• Delete

Navigation

From the Intelligence Homepage, locate the necessary dashboard from the dashboards grid and click the menu icon  from the dashboard's row.

Dashboard Action Menu

The dashboard Action Menu allows the following functions to be performed on a specific dashboard:

Duplicate

When a dashboard is duplicated, all contents of the dashboard are copied into a new dashboard. This new dashboard will be created with the same name as the original with the word Copy.

Example: Clicking Duplicate on Test Dashboard will immediately create Test Dashboard Copy.

Once Duplicate is selected, the following notice will appear at the top of the page.

The system's original pre-built R365 dashboards cannot be edited. To make any changes to these dashboards, the original can first be duplicated, and then the copy can be edited. The pre-built dashboards include the following:

• R365 Intraday Dashboard Master

• R365 Labor Dashboard Master

• R365 Sales Dashboard Master

• R365 PMIX Dashboard Master

• R365 Menu Engineering Master

• R365 Purchasing & Receiving Master

Dashboards can be duplicated in bulk. To learn more about duplicating dashboards, click here.

Share

Dashboards can be shared with other users that have Intelligence permissions. When a dashboard is shared, all users with access will have the dashboard listed on their dashboard library home page. Shared dashboards can be viewed or edited by those with access.

Only users with the following permission will be able to share dashboards:

Reporting → Intelligence → Share Content

When Share is clicked, a prompt will appear to select how to share the dashboard. The following share options are available:

• Private - Limits dashboard access to the dashboard owner and/or specific users.

  To give a user access, click the Add People selector and select the correct individuals.

• Public - Makes the dashboard viewable to all users with Intelligence access.

To read more about sharing dashboards, click here.

Coming Soon: Resets

Clicking Reset will reset the dashboard.

Export to Excel

Dashboards can be exported to a file compatible with Microsoft Excel. Once Export to Excel is selected, an Excel document will export and download to the device. This will export the most up-to-date data at the time of export.

When exported, the Excel file will feature one visualization per sheet, arranged in the order in which the visualizations were added.

While dashboards shared within R365 have location filtering based on location access, CSV exports do not filter based on user permissions. When a dashboard is exported, it will export with the data shown as of the time of the export.

If the export is going to be sent to other users, ensure that there is no sensitive information on the dashboard or that the recipients should have access to the data within the exported dashboard.

Export to PDF

Dashboards can be exported to a PDF file. Once Export to PDF is selected, a viewable PDF document will export and download to the device. This will export the most up-to-date data at the time of export.

The PDF will have the same view as the dashboard in view mode.

Delete

Dashboards can be deleted when they're no longer needed or if they were created in error. Only the original author of a dashboard can delete it. When a dashboard is deleted, it will be deleted for everyone with access to the dashboard.

The pre-built, default dashboards cannot be deleted.

When Delete is clicked, a confirmation prompt will appear before the deletion is completed.