Advanced Functionality (INSIGHTS)

Quick links for some of the advanced functionality for INSIGHTS.

Chapters

• How to Duplicate, Share, and Email Schedule
• How to Customize Dashboards
  
  • Example: Gross Profit by Recruiter
  • Example: Total Hours
• How to Run Reports
  
  • Example: Back Office Commissions Report
• How to edit Widgets
  
  • How to Edit Widget Graph Colors

How to Duplicate, Share, and Email Schedule

• Duplicate, Share, and Email Schedule article
• Open video in a new window

How to Customize Dashboards

Example: Gross Profit by Recruiter

• Open video in a new window

Example: Total Hours

• Open video in a new window

How to Run Reports

Example: Back Office Commissions Report

• Open video in a new window

How to edit Widgets

• Open video in a new window

How to Edit Widget Graph Colors

To specifically edit the color of graphs within a widget in your dashboard, do the following:

1. Login to AviontéBold, and in the upper menu bar, hover your mouse over Analyze.
2. Below it, select the Insights option.
3. On your main Insights page locate the Dashboard containing the Widget you are attempting to edit.
4. Hold your mouse over the Dashboard and you will see the Edit button appear.
5. Click the Edit button and from the new menu that will open, select the option Duplicate. This will create an exact duplicate of the Dashboard which you can now edit.
6. Locate the Widget containing the graph you are attempting to edit within this dashboard and hold your mouse over it. This will cause the Edit button to appear.
7. Click the Edit button and a new menu will open on the left-hand side of the page.
8. Within that menu, click the Edit button next to the field who's color you would like to edit.
9. Use the color selector tool to select the color you would like that field to be, and then click OK.
10. Once you have selected your preferred color for all fields, click Apply at the top of the page to save the new Dashboard.