Save time by creating new dashboards from existing reports with the Insights add-on.
- Click Analytics → Upsales Insights
- Open a report from the Reports tab, click the settings/cog icon and click Explore from here:
The Reports tab appears once your account has saved reports. Exploring and saving are available to administrators and to users an administrator has added under Settings → Analytics → Upsales Insights → Users with explore access.
- Make any changes, click the settings/cog icon → Save and save it as a new dashboard or to an existing dashboard:
- If you save it as a report instead:
- It appears under the Reports tab: