Reports and Dashboards
The Reports & Dashboards module provides users with access to a suite of pre-defined, product-specific reports designed to support data-driven decision-making across various business functions. This includes reports for CLM (Contract Lifecycle Management), CPQ (Configure, Price, Quote), Audit and Access, and License Usage.
- Company
Reports:
This section displays both Out-of-the-Box (OOTB) and custom dashboards grouped by their associated Product tags. These tags categorize dashboards under relevant product areas, making it easier for users to browse, navigate, and access dashboards aligned with their functional needs.
- My
Reports:
This section displays custom dashboards, either cloned or newly created by the organization's admin users. These dashboards are identified by the Custom tag, which is automatically applied when a dashboard is cloned or manually created.
Each report entry includes metadata such as the report name, status, creator, and last modified date, making it easy to track and manage report versions. The module also supports categorization by report type, allowing users to quickly navigate to relevant reports under each product area.
Understanding Datasets in Dashboard Creation
Before creating dashboards and charts, it is important to understand the role of datasets in your data visualization workflow. A dataset acts as a curated layer between your raw data and the visualizations built from it, ensuring consistency, accuracy, and flexibility in how information is interpreted and presented. It defines how data is accessed, modeled, and displayed—serving as the foundation for all charts and dashboards.
Datasets allow teams to standardize metric definitions, apply business-specific logic, and manage how data is presented to different audiences. This promotes consistency across visualizations and simplifies ongoing dashboard maintenance.
Depending on your requirements, you can create one of two types of datasets:
Physical Datasets: Based directly on existing database tables or views, physical datasets are suitable for simple use cases where the raw data structure is sufficient for visualization.
Virtual Datasets: Created using custom SQL queries, virtual datasets are ideal for advanced scenarios that require data transformation, filtering, or complex joins before building visualizations.
Creating Virtual Datasets with only the required columns (projections) is a recommended approach. It helps optimize performance, reduce data load, and improve the clarity and relevance of your visualizations by including only the data needed for analysis.
Every chart in a dashboard must be built from a dataset. Thoughtfully designing and managing your datasets ensures a scalable, consistent, and maintainable approach to dashboard creation.
To learn how to create datasets:
Cloning and Creating Custom Dashboards
Dashboards are powerful visualizations that enable you to share persuasive narratives, demonstrate how KPIs change in different scenarios, and align your business initiatives with convincing data-backed visual metrics. Cloning and creating new dashboards offer strategic and operational benefits.
Key Advantages
- Faster Dashboard Creation: Reuse existing layouts, filters, and visualizations instead of starting from scratch.
- Consistency in Design: Maintain a uniform look and feel across dashboards, supporting branding or organizational standards.
- Customization Without Impacting the Original: Modify Charts, dashboard layouts, add new charts in the cloned dashboard without affecting the original version.
- Safe Experimentation: Test new visualizations or dashboard configurations without risk to production dashboards.
For more information on how to clone, edit, and publish custom dashboards, click here.
