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Changing dashboard properties
389
Table 106: Edit Settings Window Description (Continued)
Field
Description
Combine filters on the
same field in search dialog
Select this check box to combine filters on the same field used in
multiple reports on the dashboard. For example, multiple reports
on the same dashboard might all have filters to search by contact
email address. If this check box is selected, the dashboard’s Search
window will join these into one common filter for this field. The
search value entered for the common filter will filter the results for
all reports that have this filter.
Combine filters with the
same name and type in
search dialog
Select this check box to combine filters that have the same name
and filter on different fields with the same data type. For example,
if there are two filters both named Contact, and one filter searches
a text field for first name, and the other searches a text field for last
name, these filters can be joined into one common filter. The
search value entered for the common filter will be checked against
both the first name and last name fields.
Cache the drilldown levels
for all reports
Select this check box to automatically cache the data in report levels when they are displayed. When you open a dashboard with this
option enabled, the data shown on the reports’ initial output levels
will be stored on your workstation. When you drill down on a
report to view another output level and then return to the report’s
top level, it will load quickly since the data you are viewing is
cached on your workstation. The cache will be cleared when you
close the dashboard.
If this option is not selected, the database is queried every time you
view an output level to ensure the most recent data is displayed
even if you have already viewed the level. This default functionality
can result in longer page load times than necessary when viewing
reports with data that does not change frequently.
Note: This option is also available for individual reports. When
using a dashboard that has this option enabled, the dashboard’s
setting will override the settings in the dashboard’s report.
Undock docked filters
Select this check box to not dock filters on the dashboard that are
docked in the dashboard’s reports. If this check box is not selected
and a report on the dashboard includes docked filters, the filters
will be displayed in the dashboard’s Search window, and will be
docked above the reports in the dashboard.