Save a Look to a dashboard

You can create a Look and then save the Look to an existing dashboard. After you save a Look to a dashboard, edits to the Look aren't reflected in the dashboard.

To save a Look to a dashboard, 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 save to a dashboard. 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 > To an existing dashboard. The Add to a Dashboard in this folder dialog appears.

  6. Click the folder that contains the dashboard that you want to save the Look to.

  7. Click the dashboard that you want to save the Look to.

  8. Click Save to Dashboard.

  9. Optional: Click your dashboard to view it.

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