Add a Report Widget to Dashboard:

1. Go to the report page of the report that you would like to add to your dashboard

2. Click on the "Add to Dashboard" button in the upper right corner

3. A "New Report" box will open, customize the title if desired and then click "Add to Dashboard"

4. The report is now added to your dashboard

Edit a Report Widget Name:

1. While on the dashboard, click on the edit icon in the upper right-hand corner of the widget

2. Enter the new widget name and hit enter on your keyboard or click on the checkmark icon

Edit a Report Widget Date Range:

1. While on the dashboard, click on the calendar icon in the upper right-hand corner of the widget

2. In the first dropdown, select either Live Dates and either the past 12 months or 6 months, or select Specific Dates and enter your desired range

Remove a Report Widget from Dashboard:

1. While on the dashboard, click on the trash can icon in the upper right-hand corner of the widget

If you do not see these options, this means you are not the owner of this dashboard. Contact us or your Admin for assistance.