Oracle CRM On Demand Dashboards- P4: There are many people I would like to thank as I sit here after having just penned the final chapter of this book. I am sure I will miss many specific people if I tried to list them all, but I am compelled to mention some specific supporters. | CHAPTER 3 The Manage Dashboard Screen 4 a a 38 Oracle CRM On Demand Dashboards here are a few prerequisites to creating a dashboard in Oracle CRM On Demand. You will have by this point determined that a dashboard is the correct solution to fill your reporting need. You will have a plan for what you want to include on that dashboard and will know who will be using it and how. Of course you should also have the reports you developed and saved in Oracle CRM On Demand that you intend to place on your dashboard. This book will not do much to help you with this last prerequisite. If you need a resource for developing reports in Oracle CRM On Demand please stop here and pick up a copy of Oracle CRM On Demand Reporting McGraw-Hill 2008 . In this chapter you will read about the Dashboard tab in Oracle CRM On Demand particularly the Manage Dashboards page. If you access the Dashboard tab in Oracle CRM On Demand and do not see the Manage Dashboard link at the right end of the header just below the Help link you are most likely missing the Manage Dashboard privilege in your Role setup. Your system administrator can assist you with this if you do not have access to update your role settings. The Dashboard Tab The Dashboard interface is simple. To access dashboards in Oracle CRM On Demand you open the Dashboard screen by clicking the Dashboard tab. Upon accessing the Dashboard tab the Overview Dashboard loads automatically. This is because the Overview Dashboard is the first dashboard listed and the default dashboard in the Select Dashboard field. Besides the dashboard itself there are only two elements on this screen. The Select Dashboard field and Show button are used to select and execute a dashboard. If no custom dashboards have been created in your Oracle CRM On Demand environment yet you will probably see only the six prebuilt dashboards listed here. If you happen to be using a version of Oracle CRM On Demand with Contact On Demand integrated or a Partner Management .
