Using dashboards

Where dashboards are already present, when you click the dashboards’ tab, the window opens and displays a default dashboard view.

Selecting a Dashboard

To select a Dashboard

• Click the menu icon in the top left of the Dashboards window

The selector pane opens to display all available Dashboards.

• Click to select and open

You can select and set your own default dashboard by clicking the Home icon next to the chosen Dashboard’s description

To Pin a Dashboard:

• Click the Pin icon next to a Dashboard

Creating an Audience

Using drilldown and filters you can create a marketing audience that can be used in a PeopleStage Campaign or for further analysis in Apteco FastStats.

If you are an unlicensed user you can drill and filter but you will not be able to create an audience or view the data.

Note: You must be a licensed user to be able to create an Audience.

Sharing a Dashboard

You can share dashboards with users or groups of users. When sharing, you can set permissions for recipients to view or edit the shared dashboard.

For more information, see Sharing, unsharing, and group editing dashboards