Profiles Dashboard – Foundant Technologies

The Profiles Dashboard is a summarized view of information about your profiles.

Navigate to the Profiles page and click Dashboard in the left-side menu.

Date Filters

The Profiles Dashboard displays the Start and End Date at the top of the page with the following view options:

Current Year
Last Year
Current Fiscal Year
Last Fiscal Year
Current Quarter
Last Quarter
Current Month
Last Month

Click the time period that you want to display for the dashboard. start and end dates

Profiles Information

Drill down into the data in graphs, charts, and boxes to see the custom reports from which the data is populated. Your cursor will turn into a pointer while hovering over fields that are drillable.

Located beneath the Start Date and End Date are three boxes that display the Total Number of Profiles, Number of New Profiles, and the Number of Inactive Profiles for the applied date range. profile categories

New Profiles

The New Profiles line graph displays the Number of New Profiles created within the applied date range. Hover your cursor over individual data points to see the Number of New Profiles created for that date.

Profiles Information Charts

Located at the bottom of the dashboard are two pie charts that display information for the applied date range.

Number of Profiles created displayed by Profile Type.
Number of Profiles created displayed by Active versus Inactive profiles.