Update Goal Amount (Viewer)

The procedure below works for each individual dashboard that has a Goal type of parameter. 

To update the Goal amount on a dashboard like the one below:

  • Changing the goal amount at any time:

    • Click the Goal box (# 1)

    • Enter a new amount

    • Press Enter

  • Saving goal amounts for future reference:

    • Click the "View: Description" icon (# 2)

    • The "Custom Views" window opens (#3):

      • Enter a name to this custom view

      • Check boxes as needed:

        • Recommended: Make it my default

        • Make it public

      • Click Save 

  • Retrieving saved goal amounts:

    • When "Make it my default" has been checked (#3), that particular view will open by default.

    • Click the "View: Description" icon (# 2) and choose a previously saved goal under the "My Views" list (#3).


KB_ChangeGoal.jpg