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  1. Click the Calendar icon. In the dialog box that is displayed:
    1. Select the ‘Time Range’ option and Select Time Range, and then select the Start and End dates and times.
      OR
    2. Select the ‘Last’ option Last, and then enter the desired time frame.
  2. Click OK.

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The default subject for the message will be “Precise Business Dashboard”is "Precise Business Dashboard".

The email will include a link to the Business Dashboard view in the current context (time frame and selected entries).

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  • On the Business Dashboard toolbar, click Auto Refresh is Off. The icon will then say Auto Refresh is On.
    OR
  • In the Display tab in the Configuration screen, check mark the “Auto Refresh” box Auto Refresh.

Opening the Configuration screen

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