Associating Reports with the Dashboard Module
Purpose
- To demonstrate how to link an Ad-Hoc report to a First Due Dashboard
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's browser is 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.
2) Select an Existing Dashboard or Click on Add Dashboard.
3) Click on Edit Layout.
4) Click on Add widget.
5) To add a chart, select the widget type of Report Chart. Then, select from the dropdown list.
6) Click on Add.
7) 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.
9) Adjust widget size and edit titles as needed.
10) Click on Save.
Example First Due Dashboard populated with Ad-Hoc Reports:
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