Using OnePlace Dashboards

This is the section where all pre-built Application Dashboards can be viewed.

Select a Dashboard and see a complete and organized series of reports, grids, charts, and graphs all combined. A user may be prompted to enter Parameters in order to make the Dashboard relevant. The Parameters are pre-defined when the Dashboard is created in the Application Tab. 

NOTE: For OneStream Windows App, you must right-click the bookmark to jump to that location.

Dashboard Toolbar

Select Parameters
Use this to select specific Parameters when viewing a Dashboard

Reset Parameter Selections and Refresh Dashboard
Use this to change the Parameters and view the data differently in the Dashboard

Edit Dashboard
If security permits, select this to launch the Application Tab and make changes to the Dashboard properties and its components. 

Printing Options

Select to print a single Dashboard report from the web. Click the down arrow and select Click via PDF to turn the report into a PDF first and then print.

In order to save and print an entire Dashboard Book as one PDF, right-click on the Dashboard name and select Combined PDF File or PDFs In Zip File. 

For more information on building Dashboards, see Dashboards in Presentation.