Reports Widget

The Reports widget allows you to add the reports you most often access to use a list of shortcuts to those reports. Clicking on the filter icon will take you directly to the Filter screen for that report and, if you have a Saved Preference, clicking on the name of the report will load the results directly and in the format (HTML, PDF, Excel, CSV) specified in the saved preference.

Process:

  1. To modify the list of Reports, click on the ‘gear’ icon located to the right of the widget label to open the Dashboard Report Options screen.
  2. To Add reports to the widget, select one or more reports from the left menu and use the + icon to add it to the list of selected statistics.
  3. To Remove visible reports to the widget, select one or more reports from the right menu and use the icon to remove from the list of selected statistics.
  4. Click on Close to save and set the display options.

Related Articles

Add A Comment