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
| 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.
-
From Setup, in the Quick Find box, enter Employee, and then select
Enablement Settings.
-
Scroll to the Refresh Prebuilt Reports and Dashboard step.
-
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.
-
Review the list of prebuilt reports and dashboard, and then click
Refresh.
