Enhance your dashboard with report widgets

This guide outlines how to add a report to your dashboard.

First, click Add Widget in the upper-right corner.

Dashboard header with a red arrow pointing to the Add Widget button next to Links

Under Widget Type, select Report.

Next, choose Widget Layouts and click Add Widget.

Edit Dashboard dialog with Widget Type set to Report and the Add Widget button highlighted

After clicking Add Widget, choose which report you’d like to appear on the dashboard.

Select Report dialog listing report folders such as Clinical, Compliance, Finance and Sales

Then press Save.

Dashboard header with a red arrow pointing to the Save button beside Add Widget and Links