Tài liệu Oracle CRM On Demand Dashboards- P4 ppt

Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3 / Blind folio: PB

Chapter

3

The Manage Dashboard

Screen

37

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Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3

38 Oracle CRM On Demand Dashboards

Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3

Chapter 3: The Manage Dashboard Screen 39

here are a few prerequisites to creating a dashboard in Oracle CRM On

Demand. You will have, by this point, determined that a dashboard is

the correct solution to fill your reporting need. You will have a plan for

what you want to include on that dashboard and will know who will be

using it and how. Of course, you should also have the reports you

developed and saved in Oracle CRM On Demand that you intend to place on your

dashboard. This book will not do much to help you with this last prerequisite. If you

need a resource for developing reports in Oracle CRM On Demand, please stop here

and pick up a copy of Oracle CRM On Demand Reporting (McGraw-Hill, 2008).

In this chapter, you will read about the Dashboard tab in Oracle CRM On

Demand, particularly the Manage Dashboards page. If you access the Dashboard

tab in Oracle CRM On Demand and do not see the Manage Dashboard link at the

right end of the header just below the Help link, you are most likely missing the

Manage Dashboard privilege in your Role setup. Your system administrator can

assist you with this if you do not have access to update your role settings.

The Dashboard Tab

The Dashboard interface is simple. To access dashboards in Oracle CRM On

Demand, you open the Dashboard screen by clicking the Dashboard tab. Upon

accessing the Dashboard tab, the Overview Dashboard loads automatically. This is

because the Overview Dashboard is the first dashboard listed and the default

dashboard in the Select Dashboard field. Besides the dashboard itself, there are only

two elements on this screen.

The Select Dashboard field and Show button are used to select and execute a

dashboard. If no custom dashboards have been created in your Oracle CRM On

Demand environment yet, you will probably see only the six prebuilt dashboards

listed here. If you happen to be using a version of Oracle CRM On Demand with

Contact On Demand integrated or a Partner Management version of Oracle CRM

On Demand, you could also see the Communications or Channel Manager

Snapshot dashboards here. As new dashboards are added to your instance, they will

appear in this list, in alphabetical order, below the six prebuilt dashboards. Your

custom dashboards are separated from the prebuilt dashboards in the list by a

dashed line.

When you select a dashboard from the Select Dashboard field, the selected

dashboard does not run right away. If it did, it would get rather annoying, rather

quickly. To run a dashboard, select the dashboard from the Select Dashboard field

and click the Show button. The Dashboard screen will refresh and begin loading the

dashboard. When a dashboard loads, all of the reports on the dashboard execute at

once, which sometimes means that the reports render on the screen at different

times rather than all together.

T

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