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ashboard

Dashboard Layout Tab

  1. Select Reports > Dashboard.
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  2. Add columns to the existing table by selecting TAB OPTIONS > Change columns.  Then on the COLUMN SELECTOR tab, tick the checkbox against the column you wish to add and click APPLY.
  3. Or for regular reporting, use ADD TAB on the right to create a new table by again using the COLUMN SELECTOR. 


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  4. Then sort table values by the coloums columns to display the required reporting.

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Create a Custom Dashboard Tab / Report

  1. Navigate to Add Tab.
  2. Enter a name for the new reporting tab.
  3. Check the box against the column(s) you wish to add in the Column Selector tab and click Apply.

  4. Sort table values using the column filters to display the required reporting.

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