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Dashboard Components

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Dashboard components offer a visual representation of data to the user. They consist of an SQL statement, which if needed, can be dynamically altered by adding certain filters and criteria. 

What does this section cover?

Creating Dashboard Components

 

To create a new Dashboard Component, you need to 

 

 

Defining Dashboard Components in Metadata

 

In order for the report to be available to the user, it must be defined in metadata file modules.xml, which is located under ../metadata directory

modules.xml
 <modules>
    <module>
        <moduleid>ACCOUNTS_RECEIVABLE</moduleid>
        <applicationid>FINANCE</applicationid>
        ...
        <features>
            <feature>
                ...
                <reports>
                    <report>
                        <id>ACCOUNTS_RECEIVABLE_BALANCE_REPORT</id>
                        <name>key_accounts_receivable_balance</name>
                        <description>key_view_the_accounts_receivable_balance</description>
                        <reportfilename>AccountsReceivable/Accounts_Receivable_Balance.xml</reportfilename>
                    </report>
                    ...
                </reports>
            </feature>
            ...
        </features>
    </module>
</modules>
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