Achievers Dashboards RG v1.0

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Dashboards

Reference Guide
Version 1.0
2017 Achievers Corp. All rights reserved. All product and company names and marks
mentioned in this document are the property of their respective owners.

No part of this publication can be reproduced, stored in a retrieval system, or


transmitted, in any form, or by any means, electronic, mechanical, photocopying,
recording or otherwise, without the prior consent of the publisher.

Dashboards Reference Guide (v1.0) 2


Table of Contents
Introduction 4

Navigating to Dashboards 4

Viewing and Customizing the Dashboards 4

Dashboards Reference Guide (v1.0) 3


Introduction
Dashboards provide a quick and easy way to see your program data in simple graphs.

Navigating to Dashboards
On the left sidebar of your program, click Dashboards. The dashboards currently
enabled in your program appear.

Viewing and Customizing the Dashboards


From the Dashboards, you can:

Customize the Date Range: View the Dashboards for the previous week,
month, quarter, year, or with a custom date range.

Apply Filters: Filter the Dashboards based on select fields in your user data.

Subscribe to Updates: Subscribe to email updates to receive the latest


information. To view or edit a subscription, click Report Subscriptions on the left
sidebar.

Export the Dashboards: Export the Dashboards to a PDF.

Print the Dashboards: Print the Dashboards to get a physical copy of the data.

Change the View: If applicable, change the view to see the Dashboards for your
entire program, your team, or your team and below.

Reposition or Remove a Dashboard: Reposition a dashboard on the page or


remove it from displaying on the Dashboard and KPI pages.

View Report: View the Standard Report that powers a Dashboard.

Dashboards Reference Guide (v1.0) 4

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