Fixed Dashboards

A fixed dashboard is a dashboard that is supplied with the application to provide report and data source information in a graphical format. A fixed dashboards is provided automatically with CDM.

CDM comes with these fixed dashboards: Report Summary Dashboard and Excel Analysis Dashboard.

You cannot edit or delete a fixed dashboard, even if you are an administrator.

Report Summary Dashboard

The Report Summary dashboard in CDM is a fixed dashboard that displays generic report information. It contains the Document Summary, Object Status, and Object Summary widgets.

Document Summary Widget

The Document Summary widget is a grid widget that displays the following information on a report.

• Report Name
  The name of the report selected from the dropdown menu.
• Report Group
  If the report belongs to a group, the name of the report group.
• Report Owner
  The name of the user who is owner of the report.
• Period End Date
  The end date of the reporting period.
• Report Due Date
  The date that the report is due for completion to meet the submission date.
• Submission Date
  The date that the report is due for completion to meet the submission date.
• Number of Working Days Before Submission Due Date
  The number of working days before the report is due for completion to meet the submission date.

Object Status Widget

The Object Status widget is a pie chart widget that displays the workflow status of the report. The pie chart provides the user with workflow information that indicates the completion status and the percent breakdown of the current workflow state for each section or report object.

Object Summary Widget

The Object Summary widget is a grid widget that displays information related to the completion of each section and report object in the report. You can optionally export the contents of the grid into a CSV file by right-clicking in the grid widget and clicking Export as .csv.

• Name
  The title of each section or report object in the report.
• Report Object Due Date
  The deadline for completing the workflow process for a section or report object. A deadline is displayed only if one was set within the workflow process for that section or report object.
• Workflow Status
  The progress of the section or report object (for example, work in progress, under review, approved, and so on).
• Workflow Due Date
  The deadline for completing the workflow process for a section or report object. A deadline is displayed only if one was set within the workflow process for that section or report object.
• Active User
  The current workflow user.
• Printable
  A check mark indicates that the section or report object is printable. Otherwise, it contains an x.
• Locked
  A check mark indicates that the section or report object is locked. Otherwise, it is empty.
• Shared
  A check mark indicates that the section or report object is shared. Otherwise, it is empty.
• Reference
  A check mark indicates that the section or report object is a reference. Otherwise, it is empty.

Excel Analysis Dashboard

The Excel Analysis dashboard in CDM is a fixed dashboard that displays the analysis of Excel objects within a report in terms of data sources. It contains the Document Summary, Data Source Retrievals, Object Status, and Object Summary widgets.

Document Summary Widget

The Document Summary widget is a grid widget that displays the following information of a report.

• Report Name
  The name of the report selected from the dropdown menu.
• Report Owner
  The name of the user who is owner of the report.
• Report Due Date
  The date the report is due for completion to meet submission date.
• Current Workflow State
  The current state of the report.

Data Source Retrievals Widget

The Data Source Retrievals widget is a gauge widget that shows the total number of data source retrievals for all report objects within a report. For example, if there are five report objects in a report and Obj1 has five Data source retrievals and Obj2 has three data source retrievals, the gauge pin points to 8.

Object Status Widget

The Object Status widget is a pie chart widget that displays the workflow status of the report. The pie chart provides the user with workflow information that indicates the completion status and the percent breakdown of the current workflow state for each report object.

Object Summary Widget

The Object Summary widget is a grid widget that displays information related to the completion of each Excel object in the report. You can optionally export the contents of the grid into a CSV file by right-clicking in the grid widget and clicking Export as .csv.

• Name
  The title of each report object in the report.
• Workflow Status
  The progress of the report object (for example, work in progress, under review, approved, and so on.
• Checkout Status
  The checkout status of the report object: Checked In, Checked Out.
• Active User
  The current workflow user.
• Printable
  A check mark indicates that the report object is printable. Otherwise, it contains an x.
• Shared
  A check mark indicates that the report object is shared. Otherwise, it is empty.
• Reference
  A check mark indicates that the report object is a reference. Otherwise, it is empty.
• Data Query Name
  The name of the data query associated with the report.
• Data Query Type
  The type of query, OLAP, Relational query, or External Excel File Query.