Create a Custom Dashboard Tab / Report
Dashboard Layout Tab
- 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
- Select Dashboard by User.Â
- Select Tab Options > Change Columns.
- 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.
- Click Apply.
Create a custom Tab / Report
- Â Select Add Tab to create to custom tab for regular reports.
- Name the custom tab. For example, Team 1 (below).
- Check the boxes of the required columns. There are some default columns selected on every new tab, uncheck any that are not required.
- Click Apply.
- The new custom tab will appear at the top of the screen.
- Sort columns as required by clicking on the column header.
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