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Add Saved Reports to Staff Dashboard

Overview

This article will explain how to add a saved report from the Reports Module to your personal dashboard in the Home Module.  Having a saved report on your dashboard will provide quick access to frequently used reports.

 In order to add a saved report to personal dashboard, you must have a personal dashboard created.  For instructions on how to create your personal dashboard, see this Customize Your Staff Dashboard video.

  1. Go to your Home Module.
    • Make sure that your 'Selected dashboard:' is your personal dashboard.

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  2. Click change.
  3. If you do not have ‘My Reports’ already on your dashboard, click add element.
    • In the ‘Category:’ drop down menu, select Other.
    • In ‘Element:’, select My Reports

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    1. Next, & if you already have ‘My Reports’ on your dashboard, click options in the ‘My Reports’ element.

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      • Make sure that 'Report or Label' is set to Report.
      1. In the 'Report' drop down menu, scroll all the way to the bottom to the 'Saved Reports' & select the report you want on your dashboard.

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  4. Click Add.
  5. Repeat steps 4-6 to add additional saved reports to your dashboard.
  6. Click Ok.
  7. Click the Home Module to refresh your dashboard.
  8. You will now see the saved report on your dashboard.
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