Adding, Modifying, or Downloading Report Dashboards

You can work with dashboards to customize information display.

You can add, duplicate, edit, or delete dashboards. The data the dashboard is using is also available for download.

Adding a Dashboard

To add a dashboard, follow these steps:

1. Click Options and from the menu that displays, click Add Dashboard. A dialog then displays for you to enter information.

2. Enter a name for the dashboard.

3. Click Save Changes.

You can now add widgets to strategically customize the dashboard for specific measurements.

To duplicate an existing dashboard, follow these steps:

1. Click Options and from the menu that displays, click Duplicate. A dialog displays.

2. Enter a name for the new dashboard.

3. Select a period of time to report on or select the dates between which you would like to measure.

4. Click Save Changes.

You can now add widgets to strategically customize the dashboard for specific measurements.

Editing a Dashboard

To edit an existing dashboard, follow these steps:

1. Click Options and the from the menu that displays, click Edit. A dialog displays.

2. Change any information you want.

3. Click Save Changes.

Your dashboard is now changed.

Deleting a Dashboard

To delete an existing dashboard, follow these steps:

1. Click Options and the from the menu that displays, click Delete. A dialog displays asking if you are sure you want to delete that dashboard.

2. Click OK to continue with the deletion.

The dashboard is deleted from your list of available dashboards.

Downloading Dashboard Data

To download the data of an existing dashboard, follow these steps:

1. Click Options and from the menu that displays, click Download. A dialog displays.

2. Your computer downloads the data in an .XLSX file.

Click to download the Quick Reference Guide on how to use and customize the Dashboard