The Report Monitor displays the short version of the chosen report (without any filters) with the link to the report.
THIS MONITOR HINTS:
- The report presents data on 10 records per page.
- Click Next or Prev to navigate.
- Click the Report Title to go to a specific report.
HOW TO CREATE A MONITOR SET WITH REPORT MONITOR
- From nav menu click Monitors > Create Monitor Set
- Click "+ Create Monitor Set" button
- Add Name for Monitor Set
- Find Report Monitor in the Available Monitors list
- Drag and drop monitors to dashboard as much as you want
- Save the Monitor Set
HOW TO SET UP A REPORT
There are 2 ways to choose which report will be showed.
Option 1
- From the Monitor Set click Personalize Monitor Set
- Click Configurations under the Name field
- Click ellipsis near Report Monitor
- Choose the needed monitor from the dropdown menu
- Save the Monitor Set
Option 2
- From the Monitor Set click Report Monitor (to open it as a separate monitor)
- From the opened Monitors: Report Monitor page click Personalize Monitor
- Choose the needed monitor from the dropdown menu
- Save the monitor
GENERAL MONITOR OVERVIEW
- Filter your dates! Most monitors include a time filter.
- Refresh your data.
- Review the monitor in an individual tab.
- Download your data in an PDF, CSV or XLS.
- Share your data via email, scheduled monitor, or API key.
- Delete the monitor from the monitor set.
For additional assistance, please email helpdesk@IntelliBoard.net.