Edit a Quick View
To edit a Quick View tile,
1. On the Dashboard, click CONFIGURE THIS PAGE.
2. On the Quick View tile you want to edit, click EDIT.
The Quick View Setup opens, displaying the Subtotal page:
3. Make the desired changes to the FILTERING CRITERIA, then click NEXT. The Total Configuration page appears:
4. (This step is optional. To skip this step, click SKIP.) Make further changes to the FILTERING CRITERIA, then click NEXT. The Title & Settings Page appears:
5. Make the desired changes to the TITLE or the HEALTH SCORE. Then click SAVE & FINISH. The Configuration page appears.
6. Click UPDATE.
The changes are saved. A confirmation message appears. The updated Dashboard appears.