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Viewing Dashboards

CRM On Demand provides a number of prebuilt dashboards, which group reports into business areas. In addition, users whose role has the Manage Dashboards privilege can create interactive dashboards.

This topic describes how to view prebuilt and interactive dashboards.

NOTE: If your role does not allow you to view a certain report on a dashboard, or if a report was deleted after it was added to the dashboard, you see an error message on the dashboard where the report would have been displayed.

To view a dashboard

  1. Click the Dashboard tab.
  2. In the Select Dashboard drop-down list, select the dashboard that you want to view.
  3. Click Show.

    The dashboard appears.

Related Topics

Steps for Dashboards


Published May 2008