Dashboard Toolbar Icons

The dashboard toolbar provides a variety of options when viewing dashboards.

  Update - Update/refresh the report (shortcut key F9)
Not applicable to Dashboards
Toggles a spreading hold. Refer to Spreading Data for Budgeting and Forecasting for more information
Removes a spreading hold
See the transactions behind the detail on the dashboard/report. Refer to Drilling Down or Through to Transactional Data for more information
Not applicable to dashboards
Access any reports/views linked to the dashboard. Refer to Linking (and Viewing Linked) Reports / Analytics for more information
Send the dashboard to Excel. Refer to Sending a Report to Excel for more information
Downloads the dashboard as a PDF
Set dashboard as a favourite. Refer to Marking Dashboards, Data Views and Reports as Favourites for more information
Opens the dashboard in a new browser tab
View online help for the report