Note: this feature is available to Admin users only.
To access the performance board settings, click on the settings icon on the top right corner of the board.
- This will pop-up a settings screen with the following sections
General
This section outlines the general settings of the performance board.
See what dataset is used
Rename the board if needed
Change the default sort order of the board
Define scope on the board to filter the data displayed by default
Fields
The 'Fields' section lets you
Select which fields you would like to hide or display on the board
Re-order fields on the table using drag & drop or use quick actions to send to top or bottom of the list
Note: The field used to sort the board defaults to 'Displayed'. This field cannot be hidden as long as it is used for sorting.
Quick Filters
These filters are available as switches on the board which can be turned on or off while using the board
To create a quick filter, click on 'New Quick Filter'
Give your filter a name. For example, 'Below Target'
Create you filter by clicking on 'Add Filter'.
Once you are done, click on 'Create Filter'
At any point, you can come back here to edit or delete this filter
Reason Codes
You can optionally define a list of reason codes in this section which can be used to gain insights into potential areas of improvement
To create a new reason code, type in the reason code and click 'Add Code'
To remove a reason code, click on the 'X' next to it
