Dashboard Reports and Charts

When viewing Dashboard Results, you can use the tabs at the top of the page to display selected reports or charts, using the filter criteria defined for your KPI Display. This feature allows the Dashboard Filtering features to be used for report display.

Display results in a report or chart:

1. Designate desired filter criteria using the filter options in the lower-left part of the window.

2. Select the Reports or Charts tab from the menu in the upper-left corner of the page.

3. Select a group from the available field.

4. Select a report or chart by clicking it.

   The report (or chart only) displays in the Report Preview window in the right, using the filter criteria defined in Step 1 to determine which records to include in the report.

5. Use the standard options available in the Toolbar to print, email, or otherwise modify the report.