Reporting dashboard

The reporting dashboard provides widgets showing “at a glance” visual reports in the format of graphs and charts over a 6 month period for the most common and useful reports used.

 

Read how to add/remove and view your reporting widgets

To access the dashboard, click Reporting at the top of the screen.

Reporting_Header.png

To add (or remove) your dashboard widgets click Quicklinks and then select Add / remove dashboard widgets.

Quicklinks_Add_remove_DB_widget.png

This will now open up the customisation window, which will allow you to select or unselect the widgets you would like to show up on your reporting dashboard. Tick or untick the reports as necessary and click save to close the window.

*Please note, you can scroll down in this window for more widgets, however, if the user does not have access to run a specific report, it will not show up here either.

 

Customise_dashboard.png

 

Your chosen reporting widgets will now be displayed on the reporting dashboard as below.

Reporting_DB_example.png

You can arrange which order they display in simply by dragging the individual widgets around to suit your personal needs and/or preferences.

 

To remove any widgets, click the Quick links and select the Add / remove dashboard widgets and remove the tick(s) from the un-needed widgets, then click the save button to exit.

 

 

 

 

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