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            Refresh the Employee Enablement Program Reports and Dashboard

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            Refresh the Employee Enablement Program Reports and Dashboard

            Employee Enablement Program includes prebuilt reports and dashboard for tracking program performance and progress. You can make sure that your Enablement team can access the latest version of prebuilt analytics by refreshing the reports and dashboard in Setup. If your Enablement team has customized any of the prebuilt reports or dashboard, take care that you don’t override those customizations.

            Required Editions

            View supported editions.
            User Permissions Needed
            To refresh the Employee Enablement Program reports and dashboard:

            View Setup and Configuration

            AND

            Modify All Data OR Customize Application

            Before you refresh, check whether your team has customized any of the prebuilt items. Refreshing overrides any customizations made to the prebuilt reports, report types, and dashboard. We recommend that you save any customizations made to previous versions of the prebuilt items before you refresh them.

            1. From Setup, in the Quick Find box, enter Employee, and then select Enablement Settings.
            2. Scroll to the Refresh Prebuilt Reports and Dashboard step.
            3. Read through the information shown in the step and determine whether anyone has customized the current version of the prebuilt reports and dashboard.
              • If any prebuilt reports or dashboard have been customized, navigate to the Reports and Dashboards tab and save copies of the customized items.
              • If no prebuilt reports or dashboard have been customized, continue to the next step.
            4. Review the list of prebuilt reports and dashboard, and then click Refresh.

            See Also

             
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