Run reports using the Dashboard

Owned by Former user (Deleted)
Last updated: Nov 08, 2018 by Linda MacDonald (Unlicensed)

How to run reports and filter tables.

Dashboard Layout Tab

  1. Select Reports > Dashboard.
  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. 






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