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).
-
After you have configured your new dashboard click Options.
- In the options menu click Save Dashboard.
-
Give your new dashboard a name and click Save.
- Your task is complete.