Edit a Dashboard Report Definition

To edit a dashboard report definition, follow these steps:

Right-click the project folder in the Project Tree and select Dashboard Report DefinitionEdit. The Edit Dashboard Report Definition window appears.
(Optional) To copy indicators from another project, click Copy Indicators. The Copy Indicators from Another Project window appears.
1. Select the project name to copy the indicators from another project.
2. Click OK.
Click Add. The Add Indicator window appears.
1. From the Template list box, select a template. For information about the selected template, click Details.
2. The Name and Description values are populated from the selected template. If the selected indicator template requires a condition, the name and description can be modified.
3. Enter a condition for the indicator, if the field is available.
4. Enter values for the Normal, Warning, and Alert range definitions.
5. Click OK.
Repeat Step 3 for each indicator that you want to add. To edit an existing indicator, select the indicator, and then click Edit. To delete an existing indicator, select the indicator and click Delete.

Note: At least one indicator is required to continue.
Select one Category Indicator for each category, select one indicator as the Project Indicator, and then click Next.

Note: The indicator that you select as a project indicator must also be a category indicator.
Select a value from the Project status list box, enter a value for E-mail address, and then click Add. Repeat this step as needed. Each recipient will receive an e-mail notification about the status. To delete an e-mail notification, select an item from the list, and click Delete. Click Next.
By default, all of the report types are selected. To change the types of reports, follow these steps:
1. To add a report type, select a value from the Report type list box and click Add.
2. To delete a report type, select a value from the Report description list and click Delete.
Click Finish.