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