Manage Looks

A Look is a saved query that can be displayed in a metrics tile in a dashboard. You can organize Looks in folders for quick access by yourself and other team members. After creating a Look, you can Create a dashboard from a Look.

Create a Look

The easiest way to create a Look is to copy it from a metrics tile in a dashboard.

To create a Look, follow these steps:

  1. In the CCAI Platform portal, click Dashboard > Advanced Reporting. If you don't see the Dashboard menu, expand the window horizontally until the Dashboard menu appears. The Advanced Reporting Landing Page appears.

  2. Click a dashboard that contains a tile that you want to create a Look from. The dashboard appears.

  3. Hold the pointer over the tile that you want to create a Look from. The The Explore from here icon. Explore from here icon appears.

  4. Click The Explore from here icon. Explore from here. The Explore window appears.

  5. Click The Explore actions icon. Explore actions, and then click Save > As a Look. The Save as a Look dialog appears.

  6. In the Title field, enter a name for your Look.

  7. Optional: In the Description field, enter a description for your Look.

  8. For Folder, select the folder where you want to save your Look.

  9. Click Save.

Edit a Look

To edit a Look, follow these steps:

  1. In the CCAI Platform portal, click Dashboard > Advanced Reporting. If you don't see the Dashboard menu, expand the window horizontally until the Dashboard menu appears. The Advanced Reporting Landing Page appears.

  2. Click folder Open Folders. The Folders pane appears. For more information, see Manage folders.

  3. Click the Look that you want to edit. The Look appears.

  4. Hold the pointer over the Look. The The Explore actions icon. Explore actions icon appears.

  5. Click The Explore actions icon. Explore actions, and then click Edit. The Edit Look page appears.

  6. Edit your Look and then click Save. Your edited Look appears.

Delete a Look

To delete a Look, follow these steps:

  1. In the CCAI Platform portal, click Dashboard > Advanced Reporting. If you don't see the Dashboard menu, expand the window horizontally until the Dashboard menu appears. The Advanced Reporting Landing Page appears.

  2. Click folder Open Folders. The Folders pane appears. For more information, see Manage folders.

  3. Click the folder that contains the Look that you want to delete.

  4. Next to the Look that you want to delete, click More Actions, and then click Move to trash. The Move to trash pane appears.

  5. Click Move to trash.

Mark a Look as a favorite

To mark a Look as a favorite, follow these steps:

  1. In the CCAI Platform portal, click Dashboard > Advanced Reporting. If you don't see the Dashboard menu, expand the window horizontally until the Dashboard menu appears. The Advanced Reporting Landing Page appears.

  2. Click folder Open Folders. The Folders pane appears.

  3. Do one of the following:

    • To mark a Look in a personal folder, click My Folder.

    • To mark a Look in a shared folder, click Group.

  4. Click the name of the Look that you want to mark as a favorite. The Look appears.

  5. Next to the title of the Look, select the favorite favorite icon. The icon turns blue. The next time you look in the Favorites folder, the Look appears. For more information, see Folder types.

  6. Optional: To unmark the Look as a favorite, click the icon again to clear it.

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