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Performance Insights Reporting Auto Update

The ability to update program performance metrics in real-time from the start date.

  • Guest
  • Feb 26 2020
  • Shipped
Campaign / Reporting
What is your industry? Other
What is the idea priority? Medium
  • May 8, 2020

    Admin response

    Hi,

    Performance Insights reports are all "near-real time" dashboards. This means every time a user visits a report the report will be updated. In order to accomplish this use case, simply create a shared report link of your dashboard.

    You can complete this by:
    1. Create a report

    2. Filter down to the Program you would like to see data for

    3. Menu> Share Report

    4. Send the shared link to anyone that has a login to Campaign, or anyone that does not have a login. Either way, anyone you share the link with can view the report you have set up.

    5. Maybe bookmark the shared link in their browser, so they can always visit the dashboard for near real time updates.

    Thanks,

    Maddy

  • +4

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