BI Components in Object List Page

1. Web Client

The Web Client object list pages support the following BI components:

• General components: Chart, Filter, Dashboard.

1.1 Configuration Flow

In Admin > Object Management > Preset Object Management / Custom Object Management, click the object name. Under the object’s Layout > List Page > List Page Layout, you can add or edit BI components for the object list page on the web client.

1.1.1 Chart

After dragging the Chart component, select previously created charts. You may select up to 10 charts per component. Available charts include Charts belonging to this object’s Subject and the Employee Subject, and Reports whose primary business module is this object.

• Component settings
  • Name: editable display name
  • Height: configure the height of the added chart component
  • Auto height (only for table-style charts): allow the component height to adapt to actual data
  • You can remove added components from the action area

1.1.2 Filter

When adding a Filter component to the Account, Leads, Sales Order, Payment Collection, or Opportunity 2.0 object list page, you may add only one Filter component per object list page.

• Component settings
  • You can remove added components from the action area

1.1.3 Dashboard

After dragging the Dashboard component, select a previously created Dashboard.

• Component settings
  • Support reordering Dashboards already added
  • Support adding the same Dashboard again
  • Support deleting added components
  • Support setting whether Dashboard height is auto-adaptive
  • If the component contains only one Dashboard, you can hide the title

1.1.4 Campaign Insights

When adding the Campaign Insights component to the Campaign object list page, you may add only one Campaign Insights component per object list page.

• Component settings
  • You can remove added components from the action area