Create reports in a dashboard

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  • Published on Nov 13, 2025
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You can create multiple reports on a dashboard that display common data analysis and trends. This is common to when you want to view snapshot of different reports related to a single resource such as for commissions reporting or target goals.

Create a report in a dashboard

  1. Go to Reports.

    Reports option highlighted in the top navigation menu.

  2. Select the folder you where you want to save the report.

  3. Select the dashboard where you want to save the report.

  4. Click Add Chart.

    Add Chart button highlighted on the dashboard.

  5. Use the chart designer to configure the report.

  6. Click Plot.

  7. Add more reports to the dashboard as needed.