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:

1. Access the Dashboards page. This page displays the list of existing custom dashboards

2. (Optional) Use the Search box to search for a particular dashboard.

3. 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.