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 Dashboardmenu, expand the window horizontally until the Dashboardmenu appears. The Advanced Reporting Landing Pageappears.

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 Explore from here icon appears.

4. Click Explore from here . The Explorewindow appears.

5. Click Explore actions , and then click Save > As a Look. The Save as a Lookdialog appears.

6. In the Titlefield, enter a name for your Look.

7. Optional: In the Descriptionfield, enter a description for your Look.

8. For Folder, select the folder where you want to save your Look.

9. Click Save.

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 Dashboardmenu, expand the window horizontally until the Dashboardmenu appears. The Advanced Reporting Landing Pageappears.

2. Click folder Open Folders. The Folderspane appears. For more information, see Manage folders .

3. Click the Look that you want to edit. The Look appears.

4. Hold the pointer over the Look. The Explore actions icon appears.

5. Click Explore actions , and then click Edit. The Edit Lookpage 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 Dashboardmenu, expand the window horizontally until the Dashboardmenu appears. The Advanced Reporting Landing Pageappears.

2. Click folder Open Folders. The Folderspane appears. For more information, see Manage folders .

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_vert More Actions, and then click Move to trash. The Move to trashpane appears.

5. Click Move to trash.

Mark a Look as a favorite

To mark a Look as a favorite, follow these steps:

1. In the CCAI Platform portal, click Dashboard > Advanced Reporting. If you don't see the Dashboardmenu, expand the window horizontally until the Dashboardmenu appears. The Advanced Reporting Landing Pageappears.

2. Click folder Open Folders. The Folderspane appears.

3. Do one of the following:

   • To mark a Look in a personal folder, click My Folder.

   • To mark a Look in a shared folder, click Group.

4. Click the name of the Look that you want to mark as a favorite. The Look appears.

5. Next to the title of the Look, select the favorite favorite icon. The icon turns blue. The next time you look in the Favorites folder, the Look appears. For more information, see Folder types .

6. Optional: To unmark the Look as a favorite, click the icon again to clear it.

What's next

• Add metrics tiles to a dashboard

• Rename a metrics tile