Create a Custom Dashboard Tab / Report

Dashboard Layout Tab

1. Navigate to Reports > Dashboards.
    

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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.
   
   

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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.
   
   

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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.

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