How to add a Report to the Dashboard?
KB Article #:
90401
Summary:
How to add a Report to the Dashboard?
Description:
Resolution:
 
The report must be a favorite report in order for it to show up under the reports dashboard.
  1. Under reporting, specify and apply report options before saving a favorite.
  2. Can also populate the report selection as well for the favorite report.
  3. After setting up the favorite report, click Organize Favorites on the Reports grid to display the Organize Favorite Reports dialog.
  4. In the Favorite Name field, enter a name for your favorite.
  5. To save a personal favorite leave the Save as personal favorite option selected. and click Save.
  6. To save a role-specific favorite deselect the Save as personal favorite option and deselect the Access to all roles option.
  7. Select one or more security roles from the Available Roles column and click Add to move the security role to the Assigned Roles column.
  8. Click Save.
  9. To save a global favorite, deselect the Save as personal favorite option, select the Access to all roles option, and click Save.
  10. To add to your Dashboard click on the Dashboard button in top Toolbar of Deltek Vantagepoint.
  11. Choose Configure > Add System Dashpart.
  12. Dashpart Type =  Reports.
  13. In the Configure section, add any of the Favorite reports you would like to show on the dashboard.
Knowledge Base Reference Number: KBA #90401
 
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