The following procedures will guide through copying dashboards to build new ones within CRM.
Step 1 Log into CRM.
Step 2 On the landing page, click on Dashboard from the main menu.
Note: There are 7 default Dashboards available to choose from as well as copy when building new dashboards. These defaults are:
- Simple Frontline Dashboard
- Simple Universal Banker Dashboard
- Advanced Frontline Dashboard
- Advanced Universal Banker Dashboard
- Executive Dashboard
- Manager/Supervisor Dashboard
- Performance Summary Dashboard
Step 3 To copy a dashboard, click the drop-down arrow and select the Dashboard to be copied
3.1 Click the Copy button located in the upper right-hand corner
3.2 Click the drop-down arrow in the Role box to select who will have access to the dashboard.
3.3 Customize the name to make it unique
3.4 Click the Save button
Step 4 Click the Manage button to change the assigned Role or Name
4.1 Click the Save button if any changes are made
Note: The Dashboard Elements Report library is located on the right hand side of the Dashboard page. Click on the red button on the center right of the page to expand and collapse the Dashboard Elements library.
Step 5 Add or remove reports as desired to the copied dashboard
5.1 Click the drop-down arrow in the Category box in order to isolate the list to display only those reports within a Dashboard Elements Category (optional)
5.2 Locate a report within the list and click the plus symbol to place it in the dashboard
Step 6 To resize the report, hover the mouse in the bottom right hand corner of the report widget, click and drag to the desired location
Step 7 To move the report to the desired location, click in the middle of the report widget, hold and drag to the desired location within the dashboard
Step 8 To remove a report from the dashboard, click on the X located in the upper right hand corner of the report widget.
Note: There is no Save button as the changes made will occur immediately and retain automatically.
Article Reference: CLTX103