Editing report views in your dashboards

Before editing report views, you need to create reports. Refer to Generating reports. Then you can create custom report views in the dashboard. Follow the instructions below.

1. Click Reports on the top.

2. Click Dashboards and New Folder on the left pane.

3. Name the new folder and click the save icon . To revise the name, click the pen icon .

4. Click the folder and click New Dashboard on the right pane.

5. Click Report Data on the left.

6. Click a folder of reports to open it and expand those within.

a. Drag and drop the desired reports to the right pane as shown below.

b. Give a name to the dashboard.

c. Double-click the top bar of the report to edit its title.

d. Each report will be displayed and sorted by two columns in your dashboard. Refer to Generating reports.

Item	Description
• First column	There is only one sorting value available in the first column. The sorting value is the data field selected for the Group Zone or Aggregates Zone when configuring the report. Click the icon on the right to perform ascending () or descending () sort.
• Second column	The default value could be “Count” or a numeric sorting value, such as Total Deposits (a customized data field). “Count” adds up a set of numbers.

7. Click the save icon to save the settings.

8. Go back to the Dashboard to check the report view. You can click Edit in the dashboard at any time to edit the dashboard name or column details of reports.