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Dashboard Reports

The Dashboard Reports menu allows you to easily open and regenerate saved reports. Learn more how to create a dashboard report in Report Generation and Save as Dashboard Tab.

Dashboard Reports menu

How to Open Dashboard Reports​

Prerequisites

  • You can open dashboard reports only if you are granted access by the Manager or Administrator. You will receive a notification if you don't have access.

    Notification if user has no dashboard access

  • You will receive a notification if the workflow has no defined dashboard.

    Notification if there is no defined dashboard report

  1. From the sidebar, click the Records menu.

  2. Click the Workflows section.

  3. Find and click your assigned workflow.

  4. In the Reports section, click the Dashboard Reports menu.

  5. In the Select Report dropdown, click the dashboard report.

    Selecting a dashboard report

  6. The report will be generated and appear on the right side of the page.

    Dashboard report regenerated

    info

    Some dashboard reports allows you to select rows of records based on filtered dropdown values.