November 2019
Intermediate to advanced
672 pages
13h 39m
English
Dashboards are not refreshed every time we open them; that's the reason behind the refresh button.
Like reports, we can enable users to subscribe to the dashboard to refresh them automatically and receive the results by mail. We can create a daily recap of the status of the call center (unclosed cases, escalated cases, expiring SLAs, and so on) or a weekly review of ongoing deals.
Click the Subscribe button on the top header of a dashboard to enable a subscription; the following modal shows up:

We can subscribe to up to five dashboards and refresh on a daily, weekly, or monthly basis. ...
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