Business Intelligence Dashboard


Copyright © 2016 Information Builders

This documentation describes the WebFOCUS Business Intelligence Dashboard, which enables the creation of powerful EIS and decision-support applications that deliver easy access to the information that users need, regardless of hardware platforms, database structures, or application programs. It is intended for customers who wish to create a customized user interface to access WebFOCUS Managed Reporting.

How This Manual Is Organized

This manual includes the following chapters:




Introducing Dashboard

Describes Dashboard, which automatically connects you to WebFOCUS and WebFOCUS Managed Reporting. From Dashboard you can select a domain, use the items (reports, charts, Reporting Objects, or URLs) in the tree and view the status of a deferred report, search content, access reporting tools (InfoAssist), schedule reports with ReportCaster, access the Report Library, personalize content blocks, and much more.


Domain Content

Describes the domain folder for Managed Reporting.


Managing Dashboard

Describes how the Managed Reporting Administrators control what users can access in the General Public view, the Custom Public view, and in Group views. This includes the domains they can view and certain functionality, such as the Content Search.


Creating Public and Group Views

Describes how to create and manage public views (general and custom) and group views from the Public Views and Group Views windows in the View Builder. From the Public and Group Views windows you can add, remove, edit, or copy a public or group view.


Customizing the Appearance of Dashboard

Describes how to customize the Dashboard by choosing colors, adding a logo, selecting the position of the tree and banner, and more.


Creating Dashboard Content

Describes how to create content blocks, which display when you open Dashboard. Content blocks can contain launched reports, links to reports, or links to Internet resources.


Creating and Managing Reports in Dashboard

Describes the tools available to create and manage reports in Dashboard.


Running and Viewing Content in Dashboard

Describes how to run and review content in Dashboard. Also, describes how to create a Favorites list, how to access Mobile Favorites, and PowerPoint integration with Dashboard.


Working With Alerts


Creating Reporting Objects

Describes the Reporting Object tool, which allows you to create, edit, test, run, or delete a Reporting Object or its components.

Documentation Conventions

The following table describes the documentation conventions that are used in this manual.





this typeface

Denotes syntax that you must enter exactly as shown.

this typeface

Represents a placeholder (or variable) in syntax for a value that you or the system must supply.


Indicates a default setting.

this typeface

Represents a placeholder (or variable), a cross-reference, or an important term. It may also indicate a button, menu item, or dialog box option that you can click or select.

Key + Key

Indicates keys that you must press simultaneously.

{  }

Indicates two or three choices. Type one of them, not the braces.

[  ]

Indicates a group of optional parameters. None are required, but you may select one of them. Type only the parameter in the brackets, not the brackets.


Separates mutually exclusive choices in syntax. Type one of them, not the symbol.


Indicates that you can enter a parameter multiple times. Type only the parameter, not the ellipsis (...).




Indicates that there are (or could be) intervening or additional commands.

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