Nintex Reporting – Creating your Dashboard
Nintex Reporting comes with 6 Dashboards out of the box, targeted at specific company roles.
1. Implementation Manager
2. IT Manager
3. Knowledge Manager
4. Records Manager
5. Search Manager
6. System Administrator
These dashboards are not only editable, but you can also create custom dashboards, and put on whatever report charts or grids that you feel would be relevant on the dashboard you are creating.
I decided that it would be handy if I created My First Dashboard that focused on the reports specifically related to Activities.
Step 1 – OOTB Dashboards
At your root site, where you created the Nintex Reporting Center, click on the Nintex Reporting link that is available on the left panel.
You will be presented with the Report Center and by default, you will see the 6 available dashboards.
Step 2 – Create a Dashboard
At the top of the Nintex Reporting Dashboards page, you will see the breadcrumbs. Click on the “Nintex Reporting”, and you will be taken to the list that contains all your Report pages, including your Dashboards.
You now have the ability to click on one of the report pages, and update them, or you can create a new page by clicking on New and selecting Reports Page.
The important part of creating a new Dashboard, is the configuration page. The category should be “Dashboards”. This will make your new Dashboard appear in the first page (“Dashboards”) you see when you go to your Report Center.
Step 3 – Adding Nintex Reporting Chart Viewer web parts
On creating the new Dashboard, you will be provided with an Edit page, where you can add a variety of webparts. It already comes with a Report Actions webpart on the page, which you can remove if you like. I prefer to keep it, as it gives the viewer of the Dashboard, a little more control from a central location.
They will have the following abilities :
1. Subscribe to this page
2. My Subscriptions (to see what they have subscribed to)
3. Export to PDF (export the whole dashboard to a PDF)
4. Run new report (saves you from going to Site Settings to do this)
5. Help (bring up the Nintex Reporting help)
Just like most pages in SharePoint, you can add webparts and make your Dashboard look as nice and user friendly as you like. Simply click on the Add a Web Part, where you want to add one, and select the Nintex Reporting web part that suits your needs. As I’m planning on making a Dashboard that focuses on Activity Reports, I will add Nintex Reporting Chart Viewer web parts, and configure them with the appropriate report.
Once your web parts are on your Dashboard page, you can configure them as you would with any web part.
I have added 4 Nintex Reporting Chart Viewer web parts, and configured to display the Activity reports.
Step 4 – My 4 Activity web parts
Once we have completed configuring the new Dashboard, it will now appear on the left panel of reports, and also on the Dashboards pages.