Create a dashboard from a Look

You can create a Look, then create a dashboard from the Look.

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 and then click the Look that you want to create a dashboard from. 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. This is also used to name 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 choose the filters that you want to include in your dashboard.

  9. Click Save.

  10. Optional: Click View dashboard.

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