View KPI data from a dashboard

Whenever you generate values for a KPI instance, the values are automatically added to the KPI dashboard.

Dashboards are permission-based, so only KPIs for which you have permission appear on the dashboard panel.

1. To view the dashboard, either select the KPI dashboard link from the Data page, or if you are working on the KPI instances page or in a KPI instance record, select the KPI dashboard link in the Tasks pane on the left side of the screen. The KPI dashboard page appears.

   In addition, if can access an context-sensitive KPI instance dashboard from your record in the program. For more information, see Types of KPIs.

   Note: For information about accessing the Data page or the KPI instances page, see Access KPIs or KPI Instance Record.

2. From the KPI dashboard page, in the Time span field, select the time period for which you want to view status information. You can select a predefined time period or a “Custom” period. If you select “Custom”, Start date and End date fields appear, allowing you to define your time span. Also, if you select “Custom”, you must select the Go button to update the status display. If you select a predefined option, the display automatically updates after you make your selection.

3. The dashboard includes the following information:

   • A color-coded line displaying the KPI status

   • A graph displaying KPI value trends

   • The data represented in the thermometer and graph