Overview

This article provides a guide on how to save and share custom reports and dashboards within your AdvocateHub. It includes steps for saving reports as a Look or to a Dashboard, and details on personal and group access.

 

Information

Important: If you do not see the option to save your custom report as a Look, then you do not have the Premium Reporting package in your plan.

 

 

After creating your report in the Reports section of your AdvocateHub, you can save it by clicking on the gear icon near the top of the page, next to the Run button. You have the options to:

• "Save as Look" - saves the report in a list of reports.
• "Save to Dashboard" - saves the report to a Dashboard, displaying the selected visualization.

Choose to save your report to a Personal or Group list or dashboard:

• Personal - This list/dashboard is only available to you.
• Group - This list/dashboard is visible to all administrators in your AdvocateHub.

The "Shared" option contains default reports from Influitive and cannot be used for saving your reports.

To create a new Dashboard, select the desired option (Personal or Shared) on the left side, then click the New Dashboard button on the bottom left.

Access your saved reports by clicking on the Spaces icon on the Reports main page and selecting "Personal" or "Shared" from the menu.

 

FAQ

What if I don't see the option to save my report as a Look?

If the option to save as a Look is not available, it may be because you do not have the Premium Reporting package. Contact your CSM or email success@influitive.com for more information.

How do I create a new dashboard if I don't have one?

To create a new dashboard, select either Personal or Shared on the left side of the Reports section, then click the New Dashboard button on the bottom left.

How can I access my saved reports?

Saved reports can be accessed by clicking on the Spaces icon on the Reports main page and selecting either "Personal" or "Shared" from the menu.