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Riskonnect University Agenda:
ClearSight Dashboards & Reporting Basics

Creating a Dashboard Page

  • Overview
  • Create Dashboard Page
  • Add Different Content Widgets

Working with Content Widgets

  • Edit a Dashboard Page
  • Edit Content Widgets
  • Export a Dashboard Page or Content Widget

Reporting Basics

  • Standard and Adhoc Reports
  • Distributing Reports
  • Distribution Alerts
  • Detail Level Alerts
  • Dashboards “My Reports” Widget
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Program Learning Objectives
Upon completing this course you will be able to:

  • Create and edit a Dashboard Page
  • Add different Content Widgets
  • Edit and move Content Widgets
  • Export a Dashboard Page or Content Widget
  • Create and run standard reports
  • Create and run adhoc reports
  • Create and run report distributions
  • Create a Dashboard “My Reports” Widget

Program Description
Dashboards help you work more efficiently. In this 3 ½-hour session, you will unlock the power Dashboards. It is ideal for those wanting to quickly and easily view data that is most important to them. Also covered, are the basics of using report templates, creating custom reports, and other reporting features, including distributions, burst reports and ad-hoc reports. It is ideal for members of your reporting and analytics team that are responsible for building and sharing reports.


Program Level: Basic
Program Prerequisites: Must be a ClearSight client
Advanced Preparation: None
Course Format: Group Live
CPE Credit: 3.5
Field of Study: Information Technology


Location: Online
Course Length: 3.5 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: www.nasbaregistry.org