Although we have added reports to a dashboard in the past, Dashboarding with Custom Reports is a little different. This time we will add our custom report to the dashboard by first navigating to Reports > Overview.
This will take you to the reports center where you can see your reports, custom and otherwise, listed. As the report we just created was a custom report we will click on the ‘Custom reports’ Tab.
In the View dropdown list please select the application that the custom report was added to, in our case Accounts Payable. Next locate the report you wish to add to your dashboard from the list of custom reports and click on the report name. We only have one custom report in Accounts Payable so it’s easy to locate.
Next you will want to confirm the report criteria and modify it as required to match your needs.
While deciding on your report criteria it often becomes useful to preview the report using the criteria provided. In order to preview the report using the Filter, Format and Title specified click the View button at the top of the screen.
Once you are happy with how the report looks and wish to add it to your dashboard, click ‘Add to Dashboard’.
On the Add to Dashboard Parameters screen please select the dashboard you wish to add your report to. The Name field is a required field, so ensure you give you Dashboard component a meaningful name. The Description field is completely optional but recommended. Now if you wish to make this Dashboard component public, go ahead and place a check-mark in the Public checkbox. We will leave this blank and click ‘OK’.
You will be taken to the Memorized Reports list screen where you will see the report you just set up. Success! Your report is memorized AND added to your dashboard!
In order to see your report on your dashboard navigate to Dashboards > All > Dashboards and then clicking ‘View Components’ on the line for the dashboard you wish to view. You will see that your new component has been added to the left side of the dashboard.
