Business Insights Help Resources Old – Processes & Procedures
PROCESSES & PROCEDURES

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DASHBOARD
NAME
DESCRIPTION
WRITTEN PROCEDURES
MANAGING YOUR DASHBOARDS
Learn how to manage the dashboards you have built to apply changes to the assigned role, name, or reports being displayed.
CREATE A COPY OF A DASHBOARD
Learn how to easily copy an existing dashboard to further customize to fit your needs.
PUBLISH REPORTS FOR DASHBOARDS
Learn how to publish a report within Dashboard Elements in order for it to be available for placing on dashboards.
DISCOVERY
NAME
DESCRIPTION
WRITTEN PROCEDURES
CREATE A FILTER USING THE 3 STEP BUILD METHOD
Learn how to create a filter using the 3 step filter build design to isolate specific records.
JOIN A SAVED FILTER TO AN ACTIVE FILTER
Learn how to connect a saved filter to an active filter when working within the Research tool.
CREATE A FIELD GROUP
Learn how to create customized data views through the Field Group function within the Research tool.
MANAGING YOUR FIELD GROUPS
Learn how to update and manage the customized field groups created within the Research tool.
COPY OF A FIELD GROUP
Learn how to copy an existing Field Group to apply further customization to fit your needs.
PERMISSIONS
NAME
DESCRIPTION
WRITTEN PROCEDURES
CREATING A ROLE
Learn how to create a role that is used to define permissions for various areas in CallTrax NEXT as well as availability of reports, dashboards and customized fields.
CONFIGURING PASSWORD SETTINGS
Learn how to configure the password requirements that you want to be applied to the user logins for your institution.
REPORTS
NAME
DESCRIPTION
WRITTEN PROCEDURES
GENERATING REPORTS WITHIN DISCOVERY
Learn how to access and generate the global reports available within the Discovery tool.
EDITING FILTER PARAMETERS AND SAVING REPORTS IN DISCOVERY
Learn how to modify the filter parameters within a global report and save for further use within the Discovery tool.
EDITING THE BODY OF A REPORT WITHIN DISCOVERY
Learn how to modify the content within the body of a global report and save for further use within the Discovery tool.
EDITING ACCESS RIGHTS FOR A SAVED REPORT WITHIN DISCOVERY
Learn how to modify the access rights applied to a saved report within the Discovery tool.
CREATING CAMPAIGN TRACKING REPORTS
Learn how to create add a campaign tracking report within the Discovery/Campaign Tracking tool.