Create a Dashboard Report Definition

To define dashboard report indicators, follow these steps:

You must have at least one project that contains performance data before you continue to the next step. For more information, see Run the Define Performance Task Wizard.
Right-click the project folder in the Project Tree, and select Dashboard Report DefinitionNew from the pop-up menu. The New Dashboard Report Definition window appears.
To copy dashboard report indicators from another project, click Copy Indicators. Otherwise, continue to step 4 to add indicators.
1. Select the project name from which to copy the indicators.
2. Click OK.
Click Add. The Add Indicator window appears.
1. Select a template from the Template drop-down list.
  
  Note: Click Detail to view information about the selected indicator template.
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 Condition field has been configured for use.
4. Enter values for the Normal, Warning, and Alert range definitions.
5. Click OK. The New Dashboard Report Definition window appears with information about the new indicator.
Repeat step 4 for each indicator that you want to add. To edit an existing indicator, select the indicator, and click Edit. To delete an existing indicator, select the indicator and click Delete.
Select one Category Indicator for each category, and select one indicator as the Project Indicator.

Note: The indicator that you select as a project indicator must also be a category indicator.
Click Next. The New Dashboard Report Definition window appears with information about setting up E-mail notifications.
Select a value from the Project status drop-down list, enter a value for E-mail address, and 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. The New Dashboard Report Definition window appears with information about setting report types.
By default, all of the report types are selected. To change report types, follow these steps:
1. To add a report type, select a value from the Report type drop-down list, and click Add.
2. To delete a report type, select a value from the Report Description list, and click Delete.
  
  Note: If all report types are deleted, this project is not included in the generated dashboard reports. SAS Model Manager displays a confirmation message.
Click Finish. An informational message is displayed indicating that the dashboard report definition and indicators were created successfully.

Note: You must define dashboard report indicators for all projects that you want to be included in your dashboard reports.

Create a Dashboard Report Definition

See Also