Create a dashboard from a Look

You can create a Look, and then create a dashboard from it.

To create a dashboard from a Look, follow these steps:

  1. In the CCAI Platform portal, click Dashboard > Advanced Reporting. If you don't see the Dashboard menu, expand the window horizontally until the Dashboard menu appears. The Advanced Reporting Landing Page appears.

  2. Click The Open Folders icon. Open Folders. The Folders pane appears.

  3. Navigate to the Look that you want to create a dashboard from, and then click it. The Look appears.

  4. Hold the pointer over the Look. The The Explore actions icon. Explore actions icon appears.

  5. Click The Explore actions icon. Explore actions, and then click Save > As a new dashboard. The Save as a new dashboard page appears.

  6. In the Title field, enter a name for your dashboard. The system also uses this as the name for the metrics tile in your dashboard.

  7. For Folder, select the folder where you want to save your dashboard.

  8. Optional: Click the Filters tab, and then select the filters to include in your dashboard.

  9. Click Save.

  10. Optional: Click View dashboard.

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