Document and Dashboard Overview      Back to Previous


Vector Securities includes an option to create documents which are a collection of datasets or reports that are combined into one reporting object and are used primarily to support batch reporting. An additional capability of the document options is to create a dashboard.

Dashboards are intended to provide a summarized, interactive analysis to be viewed online. These dashboard documents are typically only one page, use specialized controls that provide the interactive capability and are primarily viewed online. By definition, these reporting objects are not printed or exported.

Vector Securities utilizes documents for batch reporting. There is a special Document Template designed to facilitate requesting a set of reports as one entity but output as individual reports. A standard document allows you to request a set of reports, but they are output as one document and are not accessible on the report level.

Click here for general information related to creating a document.