Agile ConnectLink™

USER GUIDE

Dashboards

  • ConnectLink Dashboard feature
    • Available from the ConnectLink Dashboards tab in the ConnectLink app.
    • Compares org metrics with data license and the Agile Universe.
    • Series of Reports that power the Dashboards.
    • SchedulableMetrics – a Schedulable Apex Class that should be set to run weekly, preferably after bulk updating is done. Action: This Apex Class must be scheduled or Update Dashboards must be manually run in order for the dashboards to update. Schedule to run several days after the Bulk Update is scheduled. 
  • Available dashboards:
    • Org Metrics
    • Institutions
    • Personnel
    • Personnel Hierarchy
    • Batch Update Errors
    • File Type

*Requirements for the Dashboards to start reflecting correct data:

  1. Refresh License Data
  2. Run Bulk Update All
  3. After the Bulk Update All job is finished, run Update Dashboards.
  4. Once the job is finished, the Dashboards can be refreshed.

Speak with a Consultant     |     866.782.0241 x 108     |     [email protected]

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