Manage Reports and Dashboards in Process HQ

This page applies to business users. It describes how to manage access, share, and organize reports and dashboards in Process HQ.

Edit report properties

Report creators must have Editor access to a report to edit its properties. System administrators can edit any report's properties in Process HQ.

To edit the properties of a report:

1. Do one of the following to find the report you want to edit:
   • On the Process HQ home page, click the three-dot menu next to the report.
   • While editing a report, click the three-dot menu in the report page toolbar.
2. Click Edit Properties.
3. In the Edit Properties dialog:
   • For Name, enter a name for the report.
   • For Description, enter a brief description of the report.
4. Click SAVE.

Edit dashboard properties

Report creators must have Editor access to a dashboard to edit its properties. System administrators can edit any dashboard properties in Process HQ.

To edit the properties of a dashboard:

1. Go to the LIBRARY section of the Home page.
2. Next to the dashboard, click the three-dot menu .
3. Click Edit Properties.
4. In the Edit Properties dialog:
   • For Name, enter a name for the dashboard.
   • For Description, enter a brief description of the dashboard.
5. Click SAVE.

Share a report

Report creators must have Editor access to a report to share it. System administrators can share any report.

Keep in mind that sharing a report gives the user access to that report, but data won't display in the report unless the user also has access to the underlying datasets or process.

To share a report:

1. Click SHARE in the header of the report. The Share Report dialog displays.

   

   Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to close

   Tip:  You can also share a report from the LIBRARY section of the Home page. Click the three-dot menu for the report, then click Share.

2. Add new users or groups:

   1. In the Add User or Group field, search for a user or group to add.

   Tip:  To share with all users, select the Process HQ Users group.

   1. Use the dropdown list to assign the user access level.
   2. Click ADD. The Users or Groups with Access section updates.
3. Edit an existing access assignment:
   1. In the Users or Groups with Access section, find the user or group you want to edit.
   2. Use the dropdown list to assign a new access level. Click X next to the user or group to remove them.
4. Click SAVE.

Share a dashboard

Report creators must have Editor access to a dashboard to share it. System administrators can share any dashboard.

Keep in mind:

• You can only share dashboards with other report creators, that is, members of the Data Fabric Report Creators system group.
• Sharing a dashboard gives the user access to that dashboard, but data won't display in the dashboard unless the user also has access to the underlying datasets and reports.

To share a dashboard:

1. Ensure the reports on the dashboard are shared with the appropriate users.

2. Click SHARE in the header of the dashboard. The Share Dashboard dialog displays.

   

   Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to close

   Tip:  You can also share a dashboard from the LIBRARY section of the Home page. Click the three-dot menu for the dashboard, then click Share.

3. Add new users or groups:

   1. In the Add User or Group field, search for a user or group to add.

   Tip:  To share with all users, select the Process HQ Users group.

   1. Use the dropdown list to assign the user access level.
   2. Click ADD. The Users or Groups with Access section updates.
4. Edit an existing access assignment:
   1. In the Users or Groups with Access section, find the user or group you want to edit.
   2. Use the dropdown list to assign a new access level, or remove a user or group by clicking the X next to that user or group.
5. Click SAVE.

Favorite a report or dashboard

Report creators or system administrators can favorite any report or dashboard for quick access. Favorites display in the FAVORITES tab of the LIBRARY section of the Home page.

To favorite a report or dashboard:

1. Go to the LIBRARY section of the Home page. The All tab is active by default.

2. In the library list, click the Add to Favorites icon for the report or dashboard you want to favorite.

   For example:

   

   Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to close

Duplicate a report or dashboard

Report creators must have Editor access to a report or dashboard to duplicate it. System administrators can duplicate any report or dashboard.

To duplicate a report or dashboard:

1. Do one of the following:
   • On the Process HQ home page, click the three-dot menu next to the report or dashboard.
   • While editing a report or dashboard, click the three-dot menu in the page toolbar.
2. Click Duplicate.
3. In the Duplicate dialog:
   • For Name, enter a name.
   • For Description, enter a brief description.
   • For Application, select the application related to the report or dashboard. The object will appear in the application you select.
   • To share the duplicate with the same users who can access the original, keep the checkbox selected. Otherwise, deselect the checkbox.
4. Click CREATE.

When you duplicate a report or dashboard, the duplicate is only available to you. You must share it to allow other users to view it.

Add a report or dashboard to an app

You can add a report or dashboard to an application as a deployable object. For more information, see Deploy Report and Dashboard Objects.

Delete a report or dashboard

Report creators must have Owner access to delete a report or dashboard. System administrators can delete any report or dashboard.

To delete a report or dashboard:

1. Go to the LIBRARY section of the Home page.
2. Next to the report or dashboard, click the three-dot menu .
3. Select Delete.
4. In the Delete dialog, click DELETE.

Feedback