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Save Dashboard

Configure and save custom dashboards that can be recalled at any time or used to setup automated reporting

To save a custom dashboard, do the following:

  1. Navigate to the Dashboard module of the platform (this can be found here in the left hand navigation menu).
  2. Choose the dashboard you would like to configure from the drop-down menu (located top left of the screen).

  3. After you have configured your new dashboard click the Options

  4. In the options menu click Save Dashboard
  5. Give your new dashboard a name and click Save

  6. Your task is complete.
Results: Your new dashboard is now saved and can be recalled from the dashboard drop-down menu located in the dashboards section.

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