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Serraview: Insights Reports & Dashboards

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Eptura

Insights Dashboard - Replace " Portfolio Overview " with another dashboard

Replace the current "Portfolio Overview" dashboard in Serraview Insights with one we customized.

38 votes

Xavier Chacon shared this idea · Sep 19, 2022 · Admin →

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Sue Rickard commented · December 12, 2023 2:58 PM

This is critical for many of our clients as we continue to build custom dashboards for our clients that they want to see instead of the default one.

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Jonina Selbie-Parker commented · December 12, 2023 2:56 PM

at the very least if we could turn off the non-vbs data that would be an improvement.

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john.hu@eptura.com commented · November 16, 2022 11:54 PM

Hide date parameters on the main Insights Dashboard

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