Adding tabs with report packs and reports

A dashboard uses tabs as containers for summarizing the data from report packs.

Before you begin

Learn more about dashboard tabs: You must understand the following information:
  • If you add a report pack to a folder that contributes data to the dashboard, the report pack must be run before the dashboard is run, or the dashboard data will not be current.
  • If the same issue is counted in multiple report packs, those issues might be counted multiple times; as a result, the dashboard numbers will be inflated and inaccurate.

You can choose to add individual report packs or all the report packs contained in selected folders. The report packs in turn determine which reports you can show in the dashboard; you can reduce the number by selecting which reports will appear and which reports will not appear. You can also filter a report pack before it is used by a dashboard. For example, a report pack can show all broken links on your extranet, or it can be filtered by a job or folder to show all broken links on your intranet.

When choosing reports for the dashboard, make sure you do not select reports that overlap one another; otherwise, your issue totals will be inflated and inaccurate:
  • For example, the Section 508 Compliance report shows 60 issues and the Web Content Accessibility Guidelines 1.0 Compliance report shows 60 issues. If you included both of these on a dashboard tab, the total would be 120 issues. However, the accurate total is less than that because both reports contain regulations that describe the same issues.


  1. Go to the Tabs page for the dashboard and click the Create icon (Create).
  2. On the Create Tab page, give the tab a meaningful Name and Description (optional).
  3. Select the type of tab and click Create:
    • Graphical summary: Use this type of dashboard to view a graphical executive summary. The types of graphical summary tabs available depend on the product you are using.
    • Detailed summary by Module (Use this type of dashboard to view issues by many report types over a few report packs.)
    • Detailed summary by Report Pack (This type of dashboard provides a focused view on a small set of issues. For example, you can might have hundreds of report packs for your organization, but you are just interested in fixing broken links before you address other issues.)
  4. On the Reports page, select the individual reports you want to contribute to the dashboard, and click Save > Save .
  5. (Optional) By default, report packs within the dashboard's folder (as well as all subfolders) are automatically included in this dashboard tab. To select specific report packs or folders to contribute to this dashboard tab, go to the Report Packs page, select the Manually select report packs check box, and click Apply. If the lists are empty, click the Add icon (Create) and add them to the list.
    1. Any report packs created in the Templates folder are excluded from the dashboard.
    2. If you delete a tab, rerun the dashboard to update its content.

What to do next

Adding users to a dashboard