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Video Walkthrough
Add Report Content Through Report:
- On your homepage, go to the top right where it says "Reports" and select Reports.
- You will continue by opening the Report of your choice.
- Now scroll down to your Summary section, where you will see tables and charts.
- To add a Table or Chart, you will see an Add to Dashboard link.
- Once the correct dashboard is selected, click Add to Dashboard.
- If you then go to that selected dashboard, your report content will then show up on this dashboard.
Video Walkthrough
Add Report Content Through Dashboard:
- On your homepage, go to the top right where it says Dashboards, and select the dashboard you would like to view.
- Once on your dashboard, go to the sprocket on the top right and select Add Report Content.
- On the next page you will see a list of your reports on the left, Select the report you would like to add content from.
- Once your report has been selected, a list of formulas created within the report will be on the page.
- Click on the formula that is relevant to the content you wish to add to your dashboard.
- Within this page, you will either see a Table or a Chart.
- Select the correct dashboard to add the content to, then click the link Add to Dashboard under the table or chart.
- The data you just added will appear in your dashboard.
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