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Reports Widget

The Reports Widget allows you to create a list of your favorite reports that can be accessed directly from the widget if you have an existing preference saved. If you do not have a preference saved for a specific report you can access the filter screen by clicking on the filter icon to the right of the report label. The list of reports can be modified on demand, directly from the widget header.

Process:

  1. To modify the list of Selected Reports, click on the ‘gear’ icon located to the right of the widget label to open the Dashboard Report Options screen.
  2. To add hidden items to the widget, select one or more reports from the left menu and use the + icon to add it to the list of selected reports.
  3. To remove selected items to the widget, select one or more reports from the right menu and use the icon to remove from the list of selected reports.
  4. Click on Close to set the display options.

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