I am a business user (InfoAssist only) preparing to begin the process of making a substantial overhaul to the look, feel, and functionality of a departmental dashboard, and need an efficient way to document the current one so as to serve as a quick reference guide while building out the new one.

For example, auto-generating a document like this would be very helpful for each page and element within my dashboard:

~~~~~~~~~~~~~~~~~~~~~~~~~~~~

THE CLAIMS UNIVERSE
Dashboard Documentation

Page: LAE

Object: LAE by Category

Source: mst_claim_transactions

Filter
• Check_Date GE ‘01012016’
• Expense_Desc EQ
• Attorney_Fees
• Adjuster Fees
• Expert Fees/Police Reports
• Outside Contractor Costs
• Medical Audit Costs
• Litigation Costs
• Appraise Fees
• Coverage Atty. Fees
• Surveillance

Sum
• Sum.Payment_Amount
• Pct.Payment_Amount

By
• Sum.Payment_Amount (Desc.)
• Expense_Code
• All.Expense_Desc

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I would like the ability to generate these type of details for every element of my dashboard pages and page elements in a something like an Excel document so I can add snipped images of each element.

While my primary idea was to use this to speed the process of redeveloping elements of the upgraded dashboard, I was also thinking it would make for a good periodic risk management tool as well. Indeed, I suppose it would also enable easier peer "code reviews" too!

Thanks,
Gavin

This message has been edited. Last edited by: Tamra,

Hi

Although this is not fully automatic it can save a lot of time, if you manually click on a report and choose properties then the details tab you will see the info you are looking for, so you could take screenshots for the documentation
Yours
Eran