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.
Prerequisite:
In order to add a saved report to your 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.
Add a Saved Report
- Go to your Home module.
- Make sure that your Selected dashboard is My personal dashboard.
- Make sure that your Selected dashboard is My personal dashboard.
- Click the change link.
- 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.
- If you already have My Reports on your dashboard, click the options link in the My Reports element.
- Make sure that Report or Label is set to Report.
- 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.
- If you do not have My Reports already on your dashboard, click add element.
- Click Add.
- Repeat steps 4-6 to add additional saved reports to your dashboard.
- Click Ok.
- Click the Home module to refresh your dashboard.
- You will now see the saved report on your dashboard.