The first step in this wizard is to enter the following information:

  • Name: the name of the dashboard. Although you can go to another next step without entering a valid name, you cannot click Finish to save the dashboard.

  • Comments: any comments entered here appear in the Information window for the dashboard in the Reports Explorer. You can expand the text area for entering comments by dragging the handle in the lower-right corner of the area.

  • Tags: the tags for the dashboard. Click in the Tags area to display a drop-down list of tag names. Select one from the list to add that tag to the dashboard. To remove a tag, click the “x” to the left of its name. You can add as many tags as you wish to a dashboard.

  • Legacy dashboard: In older versions, a dashboard displayed existing reports with the same layout in a grid. If you wish to use the older style of dashboard, turn this option on.