Reporting › Dashboards and Reports › Modify a Context Page › Create a Context Tab

Create a Context Tab

You can create context pages if your user account has the 'Edit Context Pages' and 'Drill into Views' role rights. The predefined Administrator and Designer roles have these role rights by default.

Note: The 'Create a Dashboard' role right is not required to create a context tab.

Unlike standard dashboard pages, item context pages are clustered in sets of tabbed pages. When you add a context tab, a new tabbed page is displayed in the item context. Only users associated with the current tenant can see the new tab.

Follow these steps:

1. Log in as a user with the required role rights.
2. Navigate to the item context where you plan to add a page. For example, click the link for a router on any dashboard to call up the Router context pages.

   The first tab on the left is selected by default. The tab that is selected includes an Edit icon to let you access the Edit menu.

3. Click the Edit icon, and select Add tab.
4. Change the Tab Title if desired.

   The tab title determines the name that appears at the top of the tabbed context page.

5. Select a layout template for the page from the Layout buttons.
6. Remove unwanted views from the page if desired. In the Layout pane, click:
   • Clear Layout to change the positioning of all views on the page.
   • An [X] to remove an individual view from the page.

   The views that are available to be added to the page are shown in categorized lists. The lists are filtered by the selected group or item context.

   All registered data sources are represented.

   Note: You cannot change the item context for the page; it is preselected for the present context.

7. Click to expand the categories of views.
8. Select a view, drag it to the Layout pane, and drop it where you want it to appear.
9. Click Save.

   The context page refreshes to include the new tab. The changes persist across login sessions.