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

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.

Insights Graph Color Gif.gif

 

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