‎How to Favourite Filters and Lock Ads Dashboards

How to Favourite Filters and Lock Ads Dashboards

Updated

6 months ago

Summary

For a reporting dashboard, you can lock a dashboard, preventing other users from making any changes to it directly. The other users will be able to see the defined filter parameters, but the filter will be disabled for editing.

You can also mark certain filters as favourite to easily use them again.

To learn more about getting this capability enabled in your environment, please work with your Success Manager.

Note

For a locked dashboard, users will be able to filters values that are marked as Favorite with no selected values. Changes will be reflected only for the same user.
Any changes that need to be reflected across all user has to be done on unlocked dashboard.

Step 1: To Favourite a Filter in the Reporting Dashboard

Click the New Tab icon . Under the Sprinklr Marketing - Advertising tab, click Reporting within Analyze.
From the Reporting Home window, access your desired custom Dashboards.
In the top right corner of the desired Dashboard window, select the Filter icon to open up the Filter Bar for the dashboard.
Click Add Filter to apply the desired parameters. You can also view the number of total values selected out of all filter values.
To Favorite a filter parameter, click the Star icon alongside the parameter.

Step 2: To Lock a Reporting Dashboard

Click the New Tab icon . Under the Modern Advestising tab, click Reporting within Analyze.
From the Reporting Home window, access your desired custom Dashboards.
In the top right corner of the desired Dashboard window, hover over the Options icon and select Lock.

Tip

In order to prevent changes from being made to your Reporting Dashboard, you can lock it. The only actions you can take on a Dashboard after a Dashboard has been locked are to share, clone, or unlock.