Manage Looks

A Look is a saved query that can be displayed in a metrics tile in a dashboard. You can organize Looks in folders for quick access by yourself and other team members. After creating a Look, you can Create a dashboard from a Look.

Create a Look

The easiest way to create a Look is to copy it from a metrics tile in a dashboard.

To create 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 a dashboard that contains a tile that you want to create a Look from. The dashboard appears.

  3. Hold the pointer over the tile that you want to create a Look from. The The Explore from here icon. Explore from here icon appears.

  4. Click The Explore from here icon. Explore from here. The Explore window appears.

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

  6. In the Title field, enter a name for your dashboard.

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

  8. Optional: Click the Filters tab, and then choose which filters that you want to include in your dashboard.

  9. Click Save.

  10. Optional: View dashboard.

Edit a Look

To edit 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. Click the Look that you want to edit. 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 Edit. The Edit Look page appears.

  6. Edit your Look and then click Save. Your edited Look appears.

Delete a Look

To delete 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. Click the folder that contains the Look that you want to delete.

  4. Next to the Look that you want to delete, click More Actions, and then click Move to trash. The Move to trash pane appears.

  5. Click Move to trash.

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