Dashboards are the most powerful way to gain insight from reports and can span many areas of interest. You can manage your business with pre-built Apto dashboards, as well as custom dashboards made by your organization.
How to Find the Dashboard Object
- From the home screen, click the symbol located at the top left corner of your screen to access the App Launcher.
- Search “Dashboards” in the search bar, or find it on the page.
- Select Dashboards.
- Find and select your desired dashboard folder and dashboard.
Navigating a Dashboard
5. From a dashboard, you can:
- Refresh the dashboard information
- Edit the dashboard
- Subscribe to get updates in your email