How to Add a Report to My Dashboard

Follow these steps to add a report to your dashboard:

1. Access the Settings Menu
   • Click on the Settings tab in the left-hand menu.
   • A dropdown will appear; select Reports Definition.
2. View Current Reports
   • • This will open a screen displaying your current reports. (See screenshot for reference.)

   

3. Select the Report
   • Find the report you want to add and click the gear icon next to it.
   • A pop-up window will appear. (See screenshot for reference.)
     
4. Choose Display Format
   • At the top-middle of the pop-up, you’ll see a dropdown menu.
   • From this menu, select a display format labeled Dashboard Widget – (Type of Graph).
5. Save and Run the Report
   • Once you’ve selected the format, click SAVE & RUN at the bottom-left of the pop-up window.
6. Check Your Dashboard
   • Navigate to your Dashboard to see the newly added Widget.