Back to Mavenlink.com Blog Tour Status

Add Reports to an Insights Dashboard

Add existing reports to an Insights dashboard.

 
User Permissions Needed: Account Administrator, Reports Viewer With Cost, Reports Viewer
Insights Permissions: Can Edit

  1. While editing the dashboard, select Report from the Dashboard Edit Toolbar.
    Select_Report_from_the_Dashboard_Edit_Toolbar.png
  2. From the drop-down menu, select the report you would like to add to the dashboard. The report will be added toward the top of the dashboard.
  3. Drag the report to move it to your desired area.
  4. Use the blue squares to resize the report. Use_the_blue_squares_to_resize_the_report.png Note: If you see the message Available area too small to display report, make the report wider. If you’ve reach the maximum size and this message still appears, please refer to the Report Area Too Small video for how to fix the issue.
  5. Click Save.
    Click_Save.png

Related articles

Created on