InetSoft Product Documentation: Dashboard Software - Controlling Dashboard Properties and Assets

Using InetSoft's dashboard software allows users to control their dashboard features for high level interactivity and customization. View the example below to learn more about the Style Intelligence solution.

When you drag an asset from the Asset Repository into a Worksheet, the imported asset is a copy that remains linked to its own defining Worksheet. When you make changes to the original asset, the changes are propagated to all linked copies. This default behavior is called “Auto Update.”

• To disable Auto Update, click the 'Disable Auto Update' button in the asset title bar.
• To re-enable Auto Update, click the 'Enable Auto Update' button in the asset title bar.

Assets can be assigned a specific scope, which determines their accessibility to different users. Assets can be stored under one of the following three scopes:

• Global scope: Assets saved under the Global scope are available to all of the users and reports in the system.
• User scope: Assets saved under the User scope can be accessed only by the reports and Data Worksheets that share the same user scope. User scope is only available in the Visual Composer.
• Report scope: Assets saved under Report scope can be accessed only by the associated report. Report scope is only available for asset storage when the report is open in Report Designer, and Asset Composer is launched from within Report Designer.

controlling dashboard assets

In the Global scope only, assets can be further organized into domains, for example: Shared assets, sales domain, marketing domain, R&D domain, support domain, and financial domain.

Each domain can be assigned different access rights. See Component/Object Permissions in the Administration Reference for more information on setting Global security for Worksheets.

To change the scope of an asset in the Asset Repository, drag it to the branch of the Repository tree that corresponds to the desired scope. The following rules apply:

• The user should have write permission to the target scope.

• If an asset is used in a report that is not owned by the current user, it cannot be moved to the User or Report scope.

• If an asset is used in more than one report, it cannot be moved to the Report scope. Note that Report scope is only available in Asset Composer, and User scope is only available in Visual Composer.

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