Using the User Dashboard

The User Dashboard is designed to show selected reports on one page for a particular user. In order to add a report to the User Dashboard, you will need to ensure that the report exists in Favourite Reports.

To add a report to your user dashboard, follow the steps below.

  1. Select the Menu
  2. Select Dashboard
  3. Select the green pencil icon to Edit the dashboard
  4. Select the green + icon to add an item
  5. Drag the item to the desired size you would like the report to be displayed on the page
  6. Click on Select Report to choose from an existing Favourite Report
  7. You can repeat these steps to add more reports to your User Dashboard
  8. Once you have added your chosen reports select Save
  • By Selecting the Configure icon, you can choose other users to share the User Dashboard with