2.1 Opening a Dashboard

To open a dashboard from the Dashboard tab, follow the steps below:

1. Open the User Portal. (See the User Portal section for information.)

2. Select the Dashboard tab at the top of the User Portal.

3. Select the tab for the dashboard that you want to view. The tabs may be located either at the top or bottom of the screen.

 

To open a dashboard from the Report or Viewer tab, follow these steps:

1. Open the User Portal. (See the User Portal section for information.)

2. Click the Report or Viewer tab at the top of the User Portal.

3. In the tree on the left side of the Portal, expand the folder containing the desired dashboard.

 

4. Click on the dashboard that you want to view (for example, 'Sales Explore' in the 'Dashboards' folder).

 

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