Creating and working with Dashboards in Advanced Reporting
Create your Dashboard
Creating a Dashboard allows you to quickly see the results of several reports in one place.
Step 1: Create a Dashboard and add your first report
In Advanced Reporting, click "Dashboards" and then the plus sign in the middle of the white rectangle.
In the window that pops up, select a Category from the drop down at the top of the window and select the report you want to add to your Dashboard.
Click the report again in the new window that opens to add that report to your Dashboard.
Step 2: Add more reports to your Dashboard
To add more reports to your Dashboard, hover your mouse in the blue area below the newly created report tile. A series of blue squares with plus signs in the centre will appear. Clicking on one of these will add another tile to your Dashboard.
Click the right edge of the tile and drag to expand it, then click on plus sign in the
middle and repeat Step 1 (above) to add your second report to the dashboard.
Working with your Dashboard
Click the three (3) horizontal lines in the upper left of the Dashboard page to expand the options for managing your Dashboard.If you hover
your mouse over the buttons, you will see an explanation of each one. You can add, refresh, filter, set the share
options, print, export, etc. The
Calendar icon gives options for how often, and when, to refresh the dashboard
and then send it via email.
Click
the file icon and select "Save As" to give your Dashboard a name. Click OK.
Clicking
the three horizontal lines in the top right of each dashboard tile gives you
additional options. The Excel button allows you to export the report to Excel, for example.
To return to the Dashboard view, click the curved arrow in the top right.
Our products got an upgrade!
Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
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