Reader Popup Dashboards
  • 18 Mar 2024
  • 1 minute read
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Reader Popup Dashboards

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Article Summary

Reader Dashboard queries can be created via the Query Builder, and can be configured to view read-only data in the dropdown panel when reading an application. 

Creating the Query

  1. Click Queries / Reports in the top navigation bar.

  2. Click New Query.

  3. Enter the following configurations in the popup window:

    • Name - Name the query Reader Dashboard.

    • Sharing - Select 'Share query with other users with the query and query base permissions.'

    • Folder - Select System.

    • Base - Select the Applications population.

    • System Key - Select 'Dashboard Reader.'

  4. Select exports for the data to be displayed.

    • Double-click on each export, and give it a computer-friendly name (i.e. no spaces, lower case)

Configuring the Dashboard

  1. Follow the breadcrumbs within the query just created, and click Edit Dashboard.

    Reader_Dashboard.PNG

  2. Using the WYSIWYG editor, configure the dashboard as desired. Type in the computer-friendly names of the exports as merge fields, using curly braces.

  3. Click Save.


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