Using the Business Metrics Dashboard

Your Business Administrator may have configured the Dashboard as your home page. If so, you will see the dashboard each time you log in to an ENOVIA product, and any time you select Home from a toolbar or menu.

The Business Administrator can also define a Metrics dashboard to meet the needs of your organization. The dashboard provides an interface for users to configure, group, and set up the reports that track the metrics they are interested in.

Before you begin: The Metrics Dashboard must already be configured.
Related Topics
Configuring Metrics
Working with Reports

  1. From the global toolbar, click > Metrics > Metrics Dashboard.

    If the Business Administrator has not defined a dashboard for you, and you have not defined one for yourself, you will see this message: 

    You have not configured your Metrics Dashboard. Go to Tools>Preferences>>Metrics
Dashboard in order to configure your Metrics Dashboard View.



    The dashboard can use one of five templates for laying out the reports. Your Business Administrator may have added additional templates. Each grouping of tabs is called a channel. Each tab shows a different report. Each channel can be the full width of the window, or half the width of the window.

  2. Click on a tab to view that report. Use the scroll bars to view additional channels. Each tab contains a toolbar that lets you work with that report.

    If data has been created since a report was saved, or the saved report does not include a result set, you see this message: "No results set is associated with the selected report. Please click the Refresh button to generate the report."

  3. If the dashboard does not show a report that you created and saved, you may need to add it to a channel. See Configuring the Metrics Dashboard for instructions on assigning a report to a channel.

  4. To view a report that is not assigned to the Metrics Dashboard, see the instructions in Open Reports Page.

  5. Use the Actions menu or page toolbar to work with reports:

    Action Description For details, see:
    Refresh update the report with current data. --
    Save Save the report over the existing report. Saving the Report Results
    Save As Save the report with a different name than the current report. Saving a Result Set with a Different Name
    View Definition See the report dialog that sets the parameters used to define the report. Viewing a Report's Definition
    Display Format Change the format of the report. The choices include tabular, bar chart, stack bar chart, line chart and pie chart (not all reports support all display formats). Changing the Display Format