Adding Reports To The Dashboard | CR

1. Your Clik Remote dashboard can be a useful place to show your most used or important reports to easily view the progress of certain statistics.

You can add your reports to the dashboard directly from the reporting module.

Go to ‘Reports’ in the side menu.

Here, you will then need to select the category from the headers available and choose your report from the drop-down. If you cannot find the report you need, you might need to send them to the user.

You can also select the view you wish the report to appear in with the icons on the right.

Once you have selected your report, click on ‘Add To Dashboard’.

If this button appears differently, the report will already be available in your dashboard widgets, you will be able to add it to your dashboard by following this guide.

A notification will then appear when the widget has been created.

You will now be able to return to your dashboard and see the new report widget.

See this guide if you need to rearrange or remove your widgets.

Published: April 2020