How to Display Your Report in the Dashboard Menu
Overview
Adding a report to your dashboard can be a valuable way to access important information quickly. This guide will walk you through the steps to add a report to your dashboard.
Workflow
Create a New Report
Start by creating a new report using the report builder, see Build a Report.
Ensure you save your report while considering the following fields:
Permission - Assign this to the user's permission level you want to grant access to the report
Type - Set this to Dashboard Listing
Scope - Select 'Private' if the report is for your exclusive viewing, or choose 'Global' if it should be accessible to everyone with the specified Permission levels.
Status - You can access the report in the Dashboard menu when its status is either 'Active' or 'In Progress'.
Navigate to the Dashboard:
Ensure that your logged-in user has access to the report based on security group, home institution, global/private settings, and status.
If your user meets the access criteria, the system will automatically run the report and load it onto the dashboard screen.
By following these steps, you can easily add a report to your dashboard for quick access to the information you need.
Last updated