Create a Custom Dashboard Tab / Report

Dashboard Layout Tab

1. Navigate to Reports > Dashboards.
    

Account dashboard

 At a glance view for the account.

 Dashboard by User

 At a glance view for the account by user with the option to create custom reports.

 Customise an existing Tab / Report

1. Select Dashboard by User. 
2. Select Tab Options > Change Columns.
3. Select Column Selector tab. Check the boxes against the information required / columns you wish to display in the report. There are some default columns selected on every new tab, uncheck any that are not required.
4. Click Apply.
   

Create a custom Tab / Report

1.  Select Add Tab to create to custom tab for regular reports.
2. Name the custom tab. For example, Team 1 (below).
3. Check the boxes of the required columns. There are some default columns selected on every new tab, uncheck any that are not required.
   
4. Click Apply.
5. The new custom tab will appear at the top of the screen.
6. Sort columns as required by clicking on the column header.