Tabular report gadgets require the Dashboard Reports add-on which is an upgrade to the standard dashboards available in Momentus Enterprise. See Dashboards for more information.
Tabular report gadgets are similar to views but gives you a lot more flexibility and visibility to the information within a view.
You first need to create a report for the data you want to display in your tabular report gadget and then you create the tabular report gadget for the dashboard.
Create the Tabular Report
- Click the Reports link from the Main Menu. The Reports screen opens.
- Click the Add button. The Select Report View Type screen opens.
- Select Tabular Report.
- Click the Continue button. The Add Tabular Report screen opens.
- Enter the name of the report in the Name field.
- Select the area of Enterprise where the data is located in the Subject drop-down.
- Click the Select link in the Columns field to select the columns to use to build the tabular report. For example, for a tabular report on projected revenue, if you already configured summary fields for your space rental revenue, food and beverage revenue, and total costs, you would select these columns to display on the report.
- Click the Select link in the Grouping and Sorting field to configure how to organize the data for the report. For example, you may group your data by event type and add grand totals to different revenue summary fields.
- Click the Select link in the Filter Criteria field to enter any filters for the data displayed in the gadget. For example, you may want to filter to only show the data for a particular event, event type or date range.
- Check the Automatically Load Results check box to automatically display the data for the gadget without having to refresh.
- Expand the Advanced section.
- Select the Access Type for the report:
• Only One User - If selected, only the user selected in the User drop-down can view the report.
• Everyone - If selected, all users can view the report.
• Users with Roles - If selected, only the role(s) selected in the Role drop-down can view the report. - Click the Save button to save the information but not close the screen. The information is saved and the Add Report screen becomes the Edit Report screen.
- Click the Run Report button at the top of the Edit Report screen to create the tabular report. The Report screen opens. The columns selected in step 7 display.
- Once you are satisfied with the report, click the Close button.
- Click OK to close the Edit Report screen.
Create the Dashboard Gadget
The below steps assume you are using an already configured dashboard, you are adding a new gadget to the dashboard and you have the proper security to edit the dashboard. See Dashboards for more information about creating a new dashboard and dashboard security.
- Click the Home button from the Global Navigation Bar. Your Dashboard screen opens.
- Select the dashboard to edit from the top of the screen.
- Click the Edit button on the right. The Edit Dashboard screen opens.
- Select the Gadgets tab.
- Click the Add button in the column where you want to add the new gadget. The Add Gadget screen opens.
- Enter a description for the gadget into the Description field. The description shows at the top of the gadget on the dashboard.
- Select the Tabular Report radio button from the Gadget Type selection.
- Select the area of Enterprise selected in step 6 of Create the Tabular Report from the Subject drop-down.
- Select the report created in Create the Tabular Report from the Report drop-down.
- Enter the number of pixels for the height of the gadget in the Height field. Most tabular report gadgets work best with a value of 500.
- Click OK.
- Click OK on the Edit Dashboard screen. The tabular report displays on the dashboard.
Export a Tabular Report
- Right-click on the column headers in the tabular report gadget on the dashboard.
- Select Export to Excel or Export to PDF. Information that is collapsed in the gadget is also collapsed in the exported document.
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