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Conga Support

Locating a BI Dashboard

This page applies to: Conga Contracts (formerly Novatus)
This page applies to: BI Toolbox Module

The BI Dashboards that are available to you include those you have created, those that have been shared with you by other program users and been added to your BI Toolbox portlet, and those shared reports you have copied and edited to meet your needs.

Accessing a Dashboard from the Home Screen

1.  Click Reports in the Navigation Toolbar, and select the BI Toolbox link in the menu.

2.  In the Home screen, locate the Dashboard:

  • Click the My Items link to display the dashboards you have created and duplicated.
    • Dashboards you created include the Icon Dashboard.gif icon and the shared dashboards you duplicated include the  Icon ShareDash.gif icon.
  • Click a Dashboard link to select it.

If the My Items folder contains subfolders, click on a subfolder to display its contents.

  • Click the Shared with Me link to display the dashboards that have been shared with you.
    • A shared Dashboard includes the Icon ShareDash.gif icon.
  • Click a Dashboard link to select it.

Accessing a Dashboard from the BI Toolbox Portlet

1.  From the Dashboard, click Icon Portlet.png.

2.  In the Add Portlet window, scroll down to BI Toolbox, and click its Icon Add Portlet.png button.

3.  Populate the portlet by selecting a shared BI Dashboard:

  • In the BI Toolbox header, click .
  • In the Configure BI Toolbox portlet prompt, make a selection in the Choose BI Toolbox Dashboard list.
  • Click Submit.