Create Dashboard

Add reports to your Dashboard for quick access. 

• Navigate to Menu > Reports > Custom Reports. 

Navigate to Menu > Reports > Custom Reports > Create Dashboard. 

A Visual Gallery displays available Custom r=Reports you can add to your Dashboard.  Click Add to make a report available on your personal Dashboard. Click Done when finished. 

Customize your Dashboard

Add a unique name for each Dashboard and the tabs within each Dashboard. Click the gear icon to add additional reports, change layout, or rename. 

Add Dashboard Tab

Click the tab icon to add an additional tab to your custom Dashboard. 

Share Dashboard

• Click the person icon to share the report with other users in your instance.
• Click the green plus icon next to the person you wish to send the report to. 
  • Use the trash can icon if you make a mistake. 
  • Click Close when finished.