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To view an instructional video of these steps, click the link below.

Video Link: Dashboard Set UpUsing Your Dashboards

Unlike reports, Prevail dashboards are interactive with the data and have drill-down capability all the way down to the individual data elements. When you click on the Dashboard button, you’ll be able to configure how you want to view the dashboards you’ve been given access to see.

Instructions

  1. Click 'Dashboard'.

    1. If there is no Dashboard button available, either no dashboards have been created or you do not have access to view dashboards.

  2. Click ‘Add’ to set up the tab of dashboards.

  3. In the Title field, enter the title you want for your first dashboard tab.

  4. Select the display layout that you want for this dashboard tab.

  5. On the left side of the window, under the Title field, you will see a drop-down list of dashboard groups, and below that, a list of all of the dashboards within the selected group. The default group is All, which includes a list of all dashboards in all groups.

  6. Click the dashboard that you want to add to your dashboard viewer.

  7. Drag to the right side of the window, where you want it.

    1. Continue this process to fill the sections in on your first dashboard tab.

  8. Click ‘Save’.

  9. Now that you have saved your dashboard, you'll notice a few new buttons on the top right side.

    1. 'Change Layout': Allows you to change the configuration of your current dashboard by selecting your preference from the following choices:

    2. 'Refresh All': Refreshes all of your dashboards.

    3. 'Add': Lets you add a new dashboard tab.

    4. 'Delete': Deletes the entire selected dashboard tab.

  10. Within each dashboard panel, the following buttons will be visible

    1. Refresh: Refreshes the dashboard.

    2. Print: Prints the dashboard.

    3. View Grid: Shows you a grid of the underlying data in your dashboard.

      • This button becomes ‘View Chart’ when you return to dashboard view.

Training

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Plan for Prevail 6-9 Upgrade

Video 43 51 - Consolidating Duplicate Contact (Rolodex) Entries

Training

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Plan for Prevail 7-9 Upgrade

Video 1 - Modifying Lists in the DatabankLaw Type Settings

Admin Training #2

Video 19 - Consolidating Duplicates Contact Entries