Add a Custom Report to the Dashboard

You can add custom reports to the My Reports tab in the report Dashboard. 

To add custom reports to the Dashboard, your user role must have unrestricted access to the Dashboard feature in System Roles (Review Features > Review Features), and at least read-only access to the Report Manager feature (Manage Features > Report Categories).

To add custom reports to the Dashboard

  1. Go to Home > Reports > Report Manager. The Report Manager opens.
  2. Click Report Wizard. The Report Wizard opens and lists existing custom reports (grouped by report type) to which you have access.
  3. Select the check boxes of the reports you want to add to the Dashboard.
  4. Select Add to my reports from the Bulk Action drop-down list.

Additional Information

About the Report Manager

About Custom Reports

About the Reports Dashboard

 

Why does the help differ from what I see on the screen?

 

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