When you are creating or managing a dashboard, you may want to add a report. Some existing reports may meet your needs. Others you may need to modify to generate data relevant to your Group.
Adding a Report to a Dashboard
- Navigate to the Home application.
- Select Edit Dashboard. A new window opens for that Dashboard.
- Within any widget, hover over any existing report.
- On the left there will be + (plus) buttons. Select one of these to add another report to the widget either above or below. The Choose Widget window will open.
- On the left there will be + (plus) buttons. Select one of these to add another report to the widget either above or below. The Choose Widget window will open.
- Find your desired report.
- You can navigate via the categories on the left.
- You can do a page find (Ctrl+F or Cmd+F) for the name of the report.
- You can also scroll through the list.
- Select the report you want added to your dashboard. The Choose Widget window will close.
- Select Save in the top right. The Edit Dashboard window will close, and return to the Dashboard view.