Configuring the Metrics Dashboard

You can configure the Metrics Dashboard to meet your specific needs by assigning reports to channels. For full-width channels, you can assign up to four reports (resulting in four tabs) to the channel. For half-width channels, you can assign up to two reports to the channel. Your Business Administrator may increase or decrease these limits.

Before you begin: Create and save at least one report. See the instructions for the individual reports.
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Using the Business Metrics Dashboard

  1. From the global toolbar, click > Preferences, and then click Metrics Dashboard.



    Channels 1 to 4 indicate the Channel number as shown in the selected template.

  2. In the Select Template section, click the option button for the template layout you want to use.

  3. Select a report name in the Unassigned Reports list (saved reports that have not yet been assigned to a channel).You control the tab order of the reports by assigning the reports to the channels in the same order you want them to display in the dashboard.

  4. Click the Channel button where you want to view that report. The selected report is added to that channel and displays in the Assigned Reports list box.

  5. Continue adding reports to channels until you have assigned all the unassigned reports.

    If you try to add more than the allowed number of reports to a wide channel, you will see this message: "4 Reports per channel limit reached". If you try to add more than the allowed number of reports to a narrow channel you will see this message: "2 Reports per channel limit reached".

  6. To remove a report from the assigned list, click the report then click Unassign.

  7. Click Apply to save your changes and leave the Preferences page open so you can set other preferences.

    Or

    Click Done to save your changes and close the Preferences page.