Reader Popup Dashboards

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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