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. From this action menu, Users can copy the Dashboard, share, send, reset, export, or delete the Dashboard.


This article covers the following topics:


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 Users to perform any of the following functions on that specific Dashboard:



  • Duplicate - Click to create a copy of the Dashboard

  • Share - Click to edit the privacy settings of the Dashboard

  • Reset - Click to reset the Dashboard

  • Export to Excel - Click to export the entire Dashboard to an Excel file

  • Export to PDF - Click to export the entire Dashboard to a PDF file

  • Delete - Delete the Dashboard from the Dashboard Library. This will erase the entire Dashboard and all the Visualizations built into it. Users will be prompted to confirm the deletion


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, Users will see the following notice at the top of their page.


Best Practice

The system's original Pre-Built R365 Dashboards cannot be edited. To make any changes to these Dashboards, Users can first Duplicate the original, and then proceed to edit the copy. The Pre-Built Dashboards include the following:
  • R365 Inventory Dashboard Master
  • R365 Intraday Dashboard Master
  • R365 Labor Dashboard Master
  • R365 Sales and PMIX Dashboard Master


Note: Users can also duplicate Dashboards in bulk. To learn more about duplicating Dashboards, click here. 


Share


Users can Share Dashboards 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. Users can view or edit the shared Dashboard. 


Only Users with the following permission will be able to  view Share Dashboards:


Reporting → Intelligence → Share Content


When 'Share' is clicked, Users will be prompted to select how to Share the Dashboard. Users will have the following Share options:

  • Private - Limits Dashboard access to the Dashboard owner and/or specific Users
    • Note: 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: Reset


Clicking 'Reset' will reset the Dashboard. 


Export to Excel


Users can export Dashboards 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 to the time Export. 


When Exported, the Excel file will feature one Visualization per Sheet




Export to PDF


Users can export Dashboards 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 to the time 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. Users can only Delete Dashboards that they have created. Users cannot Delete a Dashboard that they are not the original author of. When a Dashboard is deleted, it will be deleted for everyone with access to the Dashboard

  • Note: The pre-built, default Dashboards cannot be deleted


When 'Delete' is clicked, Users will be prompted to confirm the deletion.