on 2023 Oct 16 8:49 AM
Hi Team,
We have "Partner Dashboard" in CDC. I need help with few pieces of information
1. How to export individual chart information?
2. How to find Sites specific Information from "Partner Dashboard"?
3. I can see the filter option is disabled. How to make it enable?
Request clarification before answering.
Hello eldhos,
To use the whole power of the Partner Dashboard charts, I would recommend you add tags for all your sites.
You can use tags to filter data for specific group of sites or site.
1. How to export individual chart information?
As an option, if you don't need all charts - you can remove them and leave, for example, only New Accounts.
When you navigate to Export - you will see that only this one was exported.
When you need to return your charts back - you can easily do it by navigating to Edit Dashboard -> Add a Card.
2. How to find Sites specific Information from "Partner Dashboard"?
Here tags will help you. You can filter information for specific sites.
3. I can see the filter option is disabled. How to make it enable?
It is not disabled, I can use all filters.
Maybe you tried to filter after you selected Edit Dashboard. In that case, it is really disabled.
Please go back(Save or Cancel changes) and you will be able to use a filter.
Hope it helped you.
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Hello eldhos,
It has to work. As you can see in my example(point 2) data differs and exists.
Could it be an issue with the cache or maybe no activities and accounts weren't on the env, that you labeled as "test"?
If you are sure that accounts exist and there are activities on this site(test), but the Partner Dashboard still shows empty values, I think, a good idea is to create an SAP Ticket and ask SAP to check it. Because it should work.
Let me know please if you have other questions regarding this topic.
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