Configure an Operational Dashboard Report

1. From the navigation bar, click Reports>Operational Dashboard.
2. Click Configure Dashboard.

   The Operational Dashboard Configuration page opens.

3. Click Add Criteria.
4. Create a label for the report. Your label might describe what you are tracking, like offer letters, transfers, onboarding, and so on.
5. Select an event to track and who can view the report.
6. From the Start list, select whether an event or task action starts the clock and is added to the report.
7. From the Met list, select whether an event or task action stops the clock and is removed from the report.
8. Select time constraints:
   1. Select the time interval for when the event will appear in the yellow bar of the report.
   2. Select the time interval for when the event will appear in the red bar of the report.
9. Click Save.