Dashboards

Page ID: (AU206004)

On this page, you manage the Dashboard items in the customization project. A Dashboard item contains the dataset of a custom or customized dashboard.

Tip: You open the Dashboards page by clicking Dashboards in the navigation pane of the Customization Project Editor.

Page Toolbar and More Menu

The page toolbar includes standard buttons and page-specific buttons and commands. For the list of standard buttons, see Page Toolbar. The page-specific commands can be shown as buttons on the page toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Manage Dashboards	Opens the Dashboards (SM208680) form in a new browser tab.
Reload from Database	Updates the Dashboard items in the customization project if the dashboards that correspond to these items have been modified on the Dashboards (SM208680) form.

Table 1. Add Dashboards Dialog BoxThis dialog box opens when you click Add New Record on the page toolbar. The dialog box displays all the custom and customized dashboards that exist in your MYOB Acumatica instance. You can select multiple dashboards to add them to the project simultaneously. The dialog box contains the following elements.
Element	Description
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar. The table the following columns.
Included	A check box that indicates (if selected) that the current dashboard will be added to the customization project.
Name	The name of the dashboard.
Site Map Location	The ID of the dashboard.
This dialog box has the following buttons.
Save	Adds the selected dashboard to the table on the page and closes the dialog box. The system also adds to the customization project the needed Generic Inquiry, Site Map, and Wiki items for generic inquiries, site map nodes, and wiki pages, respectively, associated with the dashboard. Tip: The system automatically includes in the customization project information about the workspace to which the dashboard has been added on the UI, along with other information about the dashboard.
Cancel	Closes the dialog box without making any changes.

Table

The table on the page lists the dashboards in the customization project. The columns of the table are described below.


Column	Description
Object Name	The name of the dashboard in the customization project.
Description	The description of the dashboard.
Last Modified By	The name of the user who last modified the dashboard in the customization project.
Last Modified On	The date when the dashboard was last modified in the customization project.