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Overview

With the new advanced dashboard system, you will be able to can publish your custom reports to the dashboard.

For more information on the new advanced dashboard see: Advanced Dashboard


Publishing a

Table

Report

To publish your a report, you will first go have to view the report you want to publish and then click Viewin the Report Builder. From here there, you can select click the Publishing button in the bottom right corner of the Report Builder.

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You will then see this a window pop up . From here where you can select who you want to have access to your table, whether or not it will be visible to guests, and name your table.

  • Only You - This will only be available to yourself.

  • Everyone - All users with a TreeKeeper account will see it. This also prompts an option to allow for Guests, or non-logged in users.

  • Administrators - Only accounts with the Admin security level will see it.

From here you You can also select either “Add ‘Add to Homepage” Homepage’ or “Share ‘Share to Homepage for Selected Group” Group’ which will allow you to pin your add the dashboard report to the homepage for either just you or all users in the selected group.

Next, provide a name for the published report. It can be different than the source report.

After you have made your changes Lastly, click Publish! and your table will be displayed on appear in your dashboard.

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Publishing a Chart

You can also publish your custom Summary reports as a chartcharts.

To do so, go to the view View tab of the report you want to turn into a chart . From here you can select and click View as Chart.

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Next, you’ll be presented with a page where you choose the attribute, aggregate, chart type, and top rows.

  • Attribute – The attribute the chart will be build off of. Choosing ALL for a report having multiple attributes will generate a chart with bars/slices of the pie for the unique combinations of attribute values.

  • Aggregate – How the chart will aggregate the data (typically by Count).

  • Chart Type – The type of chart that will be created (Bar, Pie, Bubble).

  • Top Rows – How many rows/slices of the pie will be displayed? Useful for large reports where you may only want to see the top 5, 10, or 25 attribute values/combinations.

Once you have these options the way that you want them select Build Chart and then, after selecting your preferred options, Publish!

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, click Build Chart.

If the chart looks good, click Publishing at the bottom of the chart. You will then enter who you want the chart to be available to, give the chart a name, and click Publish! The chart will then be available in the dashboard.

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