This page outlines best practices to be used for emailing reports from the Analytics Portal.
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You can access the filter options by selecting the menu option highlights in red below
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Assign these as your default filters by selecting ‘Set as My Default Filters’
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A reload icon will appear once you have done this, which would be used to reset to default filters if required
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Lock the Filters on the Dashboard
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Once you lock all of the filters, you will see both a 🔒 icon greyed out, and the actual filter value greyed out.
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Assign these as your default filters by selecting ‘Set as My Default Filters’
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A reload icon will appear once you have done this, which would be used to reset to default filters if required
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Once all of the Filters are set as required and locked, you can then begin to share the Dashboard with other users.
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PDF can be optimally resized and redesigned by clicking “Edit/View PDF Report”
Toggle to “Edit Mode” to manually edit the size of widgets in the PDF:
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