Dashboard Reports and Charts

You can use the tabs at the top of the Dashboard Results 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. Enter your 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 part of the page.

  3. Select a report group from the Report Group field.

  4. Select a report or chart.

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