- How do I set up a report for the Dashboard?
- How do I set up a Dashboard report?
- Dashboard Report
- Custom Report
- Select Administration
- Click Reports
- Click Report View
- Select Add Excel File
- Click Drop your files here or click to select them
- Select the report template to be added
- Navigate to Dashboard tab
- Select Yes on Dashboard graphic options
- Configure display options, report data configuration, and any additional report options
Reference Video: Reporting Basics Video
Reference Guide: Automating Reports Guide