Run a Custom Dashboard Report

Run a report for a specific event using an existing custom dashboard.

Select the Business Insights navigation icon and then select Dashboards > Custom.
Select the dashboard that you want to view.
Choose a specific event by selecting values that match the event from the drop-down menus across the top.
Select Run Report.
The charts in the dashboard populate with data for the selected event.

Note

The following options are available:

To change the dashboard layout, select (Dashboard Settings) and select the layout.
To download the dashboard to PDF, select (Download Dashboard (PDF)).
To show or hide graph categories from the display, select and unselect the graph labels. You can also select and unselect the See All label to show or hide all categories from the display.
To take an action on a specific chart, select (Chart context menu) and then select the action. For example, you can:
- Print the chart
- Download the chart (png, jpg, pdf or svg format)
- Download the chart data (csv or xls format).