About the Reports Dashboard

You can display graphs and charts and run custom reports in the reports Dashboard. There are three default tabs:

You can add more tabs to the Dashboards page to show any of the charts also available to the Charts tab. You may want to use additional tabs to organize groups of charts.

To view charts and run reports from the reports dashboard, your system role must have unrestricted access to the Dashboard feature in System Roles (Review Features > Review Features). 

The types of report you can add to the My Reports tab depend on your access permissions for the different report categories in System Roles (Manage Features > Report Categories).

To view scheduled reports and run them in the browser, your system role must have read-only access to the Report Scheduler feature in System Roles (Manage Features > Report Categories). 

To view charts and run reports from the report dashboard, go to Home > Reports > Dashboard.

Additional Information

Add a Chart to the Reports Dashboard

Select Reports for My Reports

About Standard Reports

About Custom Reports

Schedule a Report

 

 

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

 

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