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Or, if you have any questions, contact Robert Garrett.

Riskonnect University Agenda:
ClearSight Admin Basics: Dashboard Parts & Reports Administration

Dashboard Administration

  • Deploy Dashboard Parts
  • Assign Permission Sets
  • Theme Manager

Reports Administration Admin Settings

  • Report Groups, Levels, Templates and Burst Sets
  • Custom Abstract Templates
  • Report Fields

Program Learning Objectives
Upon completing this course you will be able to:

  • Create and edit Dashboard Parts
  • Deploy Dashboard Parts
  • Use the Theme Manager
  • Create/edit Report Groups, Levels, Templates and Burst Sets settings
  • Create/edit Custom Abstract Templates settings
  • Create/edit Report Fields settings

Program Description
In this 1 ½-hour course, you will see how to create Dashboard Parts, for chart widgets, that can be deployed to specific users. Learn how to create a color theme with your company colors and learn about the various report administration settings.

Program Level: Basic
Program Prerequisites: Must be a ClearSight client
Advanced Preparation: None
Course Format: Group Live
CPE Credit: 1.25
Field of Study: Information Technology

Location: Online
Course Length: 1.5 hour session
For more information regarding administrative policies such as complaint and refund, please contact our offices at 770-790-4400.

Riskonnect is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: