Payee Portal Getting Started: Adding Dashboard Content
Summary:
This article will help you add your first visualization to the Incentive Compensation Dashboard. It will guide you through creating or selecting an OTBI report, creating a visualization and metric card, and placing the chart into the dashboard.
Content:
Before you begin
Review First-Time Setup and Dashboard Key Design Concepts. Decide which compensation information you would like to display and which persona should see it.
Step 1: Create or select the OTBI report
- Create or identify an OTBI report for the compensation question.
- Use the appropriate Incentive Compensation subject area.
- Pre-filter the report and include only the columns needed for the intended visualization.
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