Viewing and Opening Custom Dashboards
Viewing Existing Dashboards
From the Home page, click Dashboards, and then Custom.
The Dashboards page appears with the list of existing dashboards.
Opening a Dashboard
To open a dashboard:
-
Access the Dashboards page. This page displays the list of existing custom dashboards
-
(Optional) Use the Search box to search for a particular dashboard.
-
Click the name of the dashboard to open.
The dashboard opens within a new dynamic tab next to the Reconciliation Dashboards tab.
You can perform the following actions on the dashboard:
- Click any area or total, in any view, to drill down into the individual records that comprise that area or total.
- Edit the dashboard settings using the
icon.
- Refresh all the views in the dashboard using the
icon (at the dashboard level).
- Use filters that were created at the dashboard level. See Applying Filters to Data Displayed Within Custom Dashboards.
On each view in the dashboard, you can:
- Refresh all the views in the dashboard using the
icon (at the dashboard level).
- Expand or collapse views in dashboard views using the
icon.
- Use filters that were defined at the view level. See Applying Filters to Data Displayed Within Custom Dashboards.