Custom Dashboard Views allow you to easily define the info you are looking for or use most frequently in the Insights dashboards by saving filtered information as a view.
By default, Dashboards are unfiltered and display current and previous fiscal year information. Views are defined by selecting a set of filters for a specific Dashboard. This can be used to break out FY data and allow users to view year specific information in contrast to seeing all years amalgamated together.
Steps to Select a Saved View
On the Insights Dashboard, click the downwards arrow in the top right-hand corner beside the view name to open the drop-down list
Choose the View that you would like to apply to the Dashboard
Creating Saved Views
On the Insights tab, select the desired Dashboard
Filter content as needed using the Filter drop-down lists
On the top right-hand corner, click the downwards arrow beside Unsaved View and select Save View from the drop-down list
Enter name in the pop-up text box and select which filters to include as needed
Steps to Remove or Rename Views
Select the downwards arrow in the top right-hand corner beside the View name to select the View and open the drop-down list
Choose your desired View
Select the downwards arrow beside the View you want to rename/delete and choose the corresponding option