Guide d’aide

Configure the Quick View dashboard

Show a saved reporting dashboard on your organization home page.

Fonction principale

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Vue d’ensemble

Quick View gives you a convenient view of a reporting dashboard without opening the full reporting workspace. It uses the dashboard you select and the data you can access.

Choose Quick View

Open its configuration
Find Quick View on the organization dashboard and open the dashboard selector.
Search and select
Search your reporting dashboards and choose the one you want to show. Confirm the selection.
Check the cards
Review the displayed data. If you no longer want Quick View, use the option to turn it off.

If a metric is empty

Open the source dashboard and check pages, dates, widget support, and data availability. Selecting a dashboard does not create missing metrics or grant additional reporting access.

Disponibilité et accès

Fonction principale

Cette fonction ne nécessite pas de module complémentaire, mais des autorisations ou paramètres peuvent s’appliquer.

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Fonction principale

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Fonction principale