This article applies to everyone Saving reports to your home screen dashboard is beneficial to you and your company. Customer or pre-built reports can be saved and accessed from your home screen to be more efficient.
Step 1: Click Save to Save Changes or Save as a New Report
Step 2: Fill out the pop-up and mark the box Add to Dashboard
Step 3: Click Save Report
Note: You can share your report with other users in your company by clicking in the Share Report to Others box. By selecting other users will put the saved report on their dashboard as well.
Once you save your report will be able to view it on your home screen dashboard
In the top right corner, you can manage the report by using the settings icon.
Clicking on Refresh Report will refresh and load the report again.