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Custom Dashboards

  • Updated

You might want to create your own dashboards to optimize your analysis. You can use the options in the JReport Console to create dashboards according to your needs. To do so, follow the steps below.

Open Custom Dashboards

To open the JReport Console, follow these steps:

  1. Navigate to Analytics > Administration.

  2. Click Custom Dashboards to open the JReport Console in a new tab.

Create a Custom Dashboard or Report

To create a new custom dashboard or report, follow these steps:

  1. Go to /Public Reports/Customer.

  2. Click New > Web Report or Dashboard.

If you create your own dashboard, you can either add some of the Acrolinx standard reports or create your own reports and add them to the dashboard. To change the name of the dashboard, enter a name in the DisplayName field of the dashboard properties. You might also want to add a description in the Resource Description field provided.

Full documentation is available in the JReport Server User's Guide. The JDashboard section covers all aspects of creating your own dashboards. You'll find further details about editing web reports in the Web Report Studio section.

Note

Only dashboards appear in Acrolinx Analytics. If you created a report, make sure to include it to one of your dashboards.

Save Custom Dashboards and Reports

We've created two folders in the internal JReport folder structure where you can save your Acrolinx dashboards and reports. These locations already exist on the analytics server. That way your dashboards are visible in Acrolinx Analytics and they won't get overwritten if we change standard dashboards.

  • /Public Reports/Customer - for reports, catalogs, dashboards

  • /Public Components/Customer - for components

Warning

In JReport, My Reports is set as the save location by default. You need to select the Customer folder every time you want to save. Always make sure that you save your reports and dashboards in the right folder.

Tip

If you're on an Acrolinx Private Cloud 35469215 instance and are interested in these configurations, contact us and we'll set them for you!

Configuration Steps for Standard Stack

Schedule Manager and Email Reports

The Schedule Manager isn't visible by default. To see the Schedule Manager in Analytics Administration, you'll need to configure the Analytics Server configuration property.

To show the Schedule Manager, follow these steps:

  1. Add the property feature.enableScheduling=true to your analyticsserver.properties file.

  2. Restart the Analytics Server.

To open the Schedule Manager, follow these steps:

  1. Navigate to Analytics > Administration.

  2. Click Schedule Manager to open the JReport Console in a new tab.

Get Your Reports Emailed to You

You can configure JReport so that you can receive your reports by email. If you're a Standard Stack user, you configure this from the configuration directory.

To do this, create the file mailconfig.properties and save this file into a folder, which you need to create in this location:

<config directory>/data/report/overwrite/bin

Add the following properties to your mailconfig.properties file:

smtp.password=[PASSWORD] 
smtp.user=[USERNAME] 
smtp.server=[SERVER] 
mail.encoding=[ENCODING] for example "ASCII" 
mailbox=[MAILBOX] 
smtp.authentication=[true/false]

For full details on scheduling reports with JReport, head to the Scheduling Reports section of JReport's documentation.