Associating Reports with the Dashboard Module

Associating Reports with the Dashboard Module

Heads up!


Available March 7, 2024
Dashboards has been released in its beta phase. The First Due team will be making quick and frequent improvements to this feature based off customer feedback and performance.


Directions

Charts can be viewed inside the Dashboard Module after being constructed within Ad-Hoc reporting. The information in the charts and reports is updated each time the dashboard is accessed or refreshed. After creating an Ad-Hoc report, follow these steps to add a chart or a report to a First Due Dashboard:

1) Navigate to the Dashboards Module.

Navigate to the Dashboards Module


2) Select an Existing Dashboard or Click on Add Dashboard.

Select an Existing Dashboard or Click on Add Dashboard


3) Click on Edit Layout.

Click on Edit Layout.


4) Click on Add widget.

Click on Add widget.


5) To add a chart, select the widget type of Report Chart. Then, select from the dropdown list.

To add a chart, select the widget type of Report Chart. Then, select from the dropdown list.


6) Click on Add.

Click on Add.


7) Drag the corner of the widget to adjust widget size.

Drag the corner of the widget to adjust widget size.


8) To add a Report, select widget type of Report and choose from the dropdown list.

To add a Report, select widget type of Report and choose from the dropdown list.


9) Adjust widget size and edit titles as needed.

Adjust widget size and edit titles as needed.


10) Click on Save.

Click on Save.


Example First Due Dashboard populated with Ad-Hoc Reports:



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