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:
- Navigate to the Dashboard module of the platform (this can be found here in the left hand navigation menu).
-
Choose the dashboard you would like to configure from the drop-down menu
(located top left of the screen).
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After you have configured your new dashboard click the
Options
- In the options menu click Save Dashboard
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Give your new dashboard a name and click Save
- Your task is complete.