How to Find and View a Dashboard

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

  1. From the home screen, click the symbol located at the top left corner of your screen to access the App Launcher.
  2. Search “Dashboards” in the search bar, or find it on the page.
  3. Select Dashboards.
  4. Find and select your desired dashboard folder and dashboard.

     

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Navigating a Dashboard

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5. From a dashboard, you can:

  1. Refresh the dashboard information
  2. Edit the dashboard
  3. Subscribe to get updates in your email

 

 

 

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