Adding Reports
  • 12 Jan 2023
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Adding Reports

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Article summary

There is the ability to add reports to the dashboard for quick access.

  • Click on Reporting, then Reports on the Navigation menu.
    Screenshot 2022-12-02 at 12.21.24 PM.png

  • Choose the report you would like to add to dashboard. (We will use Booking Summary as our example.)
    Screenshot 2022-12-02 at 12.21.32 PM.png

  • Click on the multi-box icon on the right side.
    Screenshot 2022-12-02 at 12.21.40 PM.png

  • Choose your Report Name and then choose your report date(s).
    Screenshot 2022-12-02 at 12.21.51 PM.png

  • Click “Save”
    Screenshot 2022-12-02 at 12.00.21 PM.png

  • The quick link to the report will now be a card on your dashboard.
    Screenshot 2022-12-02 at 12.22.04 PM.png


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