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Creating a Dashboard Summary
Creating a Dashboard Summary
Niamh McGlade avatar
Written by Niamh McGlade
Updated this week

How to Create a Dashboard Summary

Step 1: Select Your Dashboard

  • Begin by selecting the dashboard you want to summarize.

Step 2: Open AI Summary

  • Click on the AI Summary option at the top of your screen. (This option will not appear on empty dashboards.)

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Step 3: Wait for Riva to Generate the Summary

  • This action prompts Riva to create a summary of the data on the selected dashboard. Depending on the size of the dashboard, this might take a few seconds.

Step 4: Skip to the Summary

  • As soon as the summary is ready, it will begin automatically generating. Press the space bar to skip the waiting period.

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Step 5: Copy or Attach the Summary

  • Once the summary is generated, you can copy it to your clipboard or attach it to the description of an email snapshot for easy sharing.

Note:

  • You can only generate one dashboard summary per dashboard per day. The summary will refresh at 00:00 UTC each day.

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