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. Every dashboard has a drop down arrow to switch between dashboards. Click on the arrow and select the new dashboard you wish to navigate to.
The refresh button is yellow when a refresh is required to update a report with new data. It will be green when updated (as below)
The menu on each dashboard includes a copy dashboard. The copy dashboard will create an editable duplicated dashboard where you can make or test any modifications you may need.
To share a dashboard at the report level you can share a variety of ways. The share button is highlighted below.
Once off via Email now
Create a Html doc
Create a PDF doc
Schedule to share periodically
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A report you have copied or created with have the Delete button Visible to remove to report from your dashboards. Click to delete
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Your Profit Diagnostix support staff will have provided a detailed demonstration of the dashboards made available on your data hub at the time of setup. For further information please use the following link to book a call or meeting.
https://calendly.com/profit-diagnostix
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