Does Cloverleaf Analytics Come With Pre-Built Dashboards?
Yes, Cloverleaf Analytics comes with pre-built dashboards and scorecards for underwriting, claims and trending analysis.
Can I Edit the Pre-Built Dashboards? Do I Need to Do Programming?
Can I Create and Edit Dashboards via the Web?
Absolutely! Just as you can edit the pre-built dashboards, you can create your own with our powerful drag-n-drop designer. Simply drag the data and visualizations onto your dashboard and within minutes you will have a sophisticated dashboard without any programming.
Can I E-Mail a Dashboard to Someone?
Absolutely, you can click the E-mail button to e-mail a dashboard to someone else. You can choose an export format (Excel, PDF, PowerPoint, etc.), whether you want to include a link back to the dashboard and the e-mail addresses.
If you would like to e-mail the dashboard on a regular basis you can schedule it. See “Can I schedule dashboards to be exported and e-mailed?” below for an explanation.
Can I Save My Selections on a Dashboard?
Yes, you can customize your filters to save your selections, default to certain selections or have them update dynamically.
Can I View and Interact with Dashboards on Mobile Devices?
Yes, you can view and interact with your dashboards on any mobile device. You can even specify the layout of how you want to see it on a mobile device. See the question “Can I change the layout for how a dashboard is viewed on a mobile device?” below.
Can I Change the Layout for How a Dashboard is Viewed on a Mobile Device?
Yes, you can setup your dashboards to have different layouts for different size mobile devices, all by drag-n-drop. You get the same great interactive dashboard capabilities, laid out in a way that is easier to use on smaller devices.
Can I Drill Down in Dashboards?
Absolutely! You can drill down into any visualization or table on a dashboard. You also have the powerful ability, via drag-n-drop, to create your own drill down paths on any visualization or table.