Learning Objectives

When working in Edit Mode and making changes to your firm’s dashboard reports, you will be able to:

  • Open an existing dashboard report for editing to modify its name, location, and accessibility to User Groups
  • Set a dashboard report to draft/live status
  • Create a new dashboard report and select from available widget types
  • Use time-saving tips such as copying widgets or cloning dashboard reports
  • Configure Data Grids to “Allow Entry Selection”
  • Add page-level actions to dashboard reports 
  • Configure report-level filters for dashboard reports 
  • Enable entry-detail page widget filters with “Context Entry” filters

Course Curriculum