Designing processes - EMC Community Network
Designing processes - EMC Community Network
Designing processes - EMC Community Network
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Completing the prototype dashboard<br />
Completing the prototype dashboard<br />
In this section, you will add the remaining reports to the prototype dashboard and test that the single<br />
drill-down report works.<br />
To complete the prototype dashboard:<br />
1. Launch TaskSpace and log in to the dashboard application you created earlier.<br />
2. Click the Configuration tab and then click Dashboards from the menu.<br />
3. Click the dashboard you created earlier and then click the Edit button.<br />
4. Click Next on the Modify Dashboard Configuration window. The dashboard design canvas opens.<br />
5. Select Report Categories > New Account Opening Reports.<br />
6. Click and drag the New Account Process - Average Duration report and place it next to the New<br />
Account Applications report. Adjust the size of the dashlets if necessary.<br />
7. Click and drag the New Accounts This Week report and place it next to the Alert List dashlet.<br />
Adjust the size of the dashlets if necessary.<br />
8. Click and drag the New Account Last Week report and place it next to the Process Diagram<br />
dashlet. Adjust the size of the dashlets when necessary.<br />
9. Test the single drill-down report by clicking any of the bars in the New Accounts This Week<br />
report. The New Accounts by Customer Type report displays, along with a trail of bread crumbs<br />
for navigating back to the source report.<br />
160 <strong>EMC</strong> Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide
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