Managing dashboards involves using insights to analyze your data, exporting your dashboard to a pdf format and emailing your dashboard as an email attachment.
Creating an Insight
Insights allow you to view data related to specific parameters. After you add an insight, you can use the insight to analyze your data. To create an insight:
Go to theAnalyticstab and clickAdd Insight. An untitled insight page appears.
Enter a name for the insight.
From the left pane,drag and drop the measures and attributes to be included in the insight.
ClickSave.
Exporting the Dashboard to PDF
You can export the dashboard to PDF. To export:
Go to theAnalyticstab and clickthe dashboard you want o export.
On the upper-right corner of the dashboard, click and then clickExport to PDF.
The dashboard is exported in PDF format.
Scheduling Emails
You can configure email delivery so that the dashboard is sent as an email attachment to the email ID you specify.
To schedule emails:
Go to theAnalyticstab and clickthe dashboard that you want to send as an email attachment.
On the upper-right corner of the dashboard, click and then clickSchedule emailing. TheSchedule email deliverywindow appears.
In the To field,add the email ID of the recipient.
In the Subjectfield, to change the subject, edit the existing subject line.
In the Messagefield, to change the message, edit the existing message.
From theFirst occurrencecalendar, select a date and time on which you want to receive the first email. Emails are sent based on your time zone.
From theRepeatsdrop-down, select a frequency for the emails.