Create a dashboard from a Look

You can create a Look , and then create a dashboard from it.

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

  2. ClickThe Open Folders icon. Open Folders . The Folderspane appears.

  3. Navigate to the Look that you want to create a dashboard from, and then click it. The Look appears.

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

  5. ClickThe Explore actions icon. Explore actions , and then click Save > As a new dashboard. The Save as a new dashboardpage appears.

  6. In the Titlefield, enter a name for your dashboard. The system also uses this as the name for the metrics tile in your dashboard.

  7. For Folder, select the folder where you want to save your dashboard.

  8. Optional: Click the Filterstab, and then select the filters to include in your dashboard.

  9. Click Save.

  10. Optional: Click View dashboard.

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