The default report appears when a user opens the dashboard for the first time. The default report continues to appear until the user selects their own default report.
The month that starts the fiscal year is used in formulas to calculate the financial data in dashboard reports and forms.
API tokens provide access to your dashboard data from external business intelligence systems and applications. When you create an API token in Engage, your business intelligence system or application can include your dashboard data, along with data from other internal groups and systems, for a consolidated big-picture view of your organization's overall status.
Only data architects can create and revoke API tokens. However, anyone with a token has access to all dashboard data. Therefore, you should treat API tokens like you would a password.
If you do not set an expiration date, the token will expire 1 year from the date it is created. All data architects receive an email notification 7 days prior to the token's expiration date and again after the token expires.
To ensure that the API URL can be referenced without issue, any special character, such as #$%^!&*(&@, used in the display name of a dashboard data category or property is replaced by an underscore.
After you create a token, it cannot be edited.
Only active tokens can be revoked. Any data architect can revoke a token, even if they did not create it.
After you revoke a token, it cannot be undone.