The Openprise Dashboard is the Home Screen of your Openprise Org. You can navigate back to the Dashboard from any other screen by selecting the Openprise Logo in the top left corner of the navigation menu.
The top of the Dashboard contains a Welcome Message and Announcements
Welcome Message
- Check the box for "Do not show this message anymore" to remove the Welcome message from the dashboard.
Announcements
- Check the box for "Do not show this message anymore" to remove the announcements from the dashboard.
The bottom of the Dashboard contains 3 tabs: My Analytics, Operational Dashboard, and Instructional Videos.
- Select the tab (highlighted in blue) that you'd like to make the default and then select this button (will turn green) to make your selection the default tab on the dashboard.
My Analytics
This section will initially be empty (as shown above). You can populate it with Analytics reports by creating a chart report and then selecting the option in that chart to Pin report to dashboard.
After reports are selected to pin to dashboard, they will appear in the My Analytics section on the dashboard.
- Select the tab (highlighted in blue) that you'd like to make the default and then select this button (will turn green) to make your selection the default tab on the dashboard.
Operational Dashboard
This tab contains the bot run history and timing.
- Select Bots: Options are: Bots that need attention, My bots, All bots, Enabled bots, Disabled bots.
- Set as default tab: Select this button (will turn green) to make the operational dashboard the default tab on the dashboard.
- Duration: Set the timeframe to view by setting an end date, end time and duration.
- Key: This section illustrates what each color in the visual represents. (see below for a live view).
View of a live Org in Openprise
Instructional Videos
This tab allows you to watch training videos directly in Openprise. For our full video library and help documentation, please visit helpcenter.openprisetech.com.