Dashboards are customizable reports that allow managers to see their data in a visual way.
To create a report:
1. Click on the Reports Tab underneath Files on the navigation pane and then click on the Add Dashboard button.
2. From here a pop-up will appear for you to add a title and description for your new Dashboard. Once you have added a title and description click on the Create Dashboard button.
3. Another pop-up will appear where you can choose which forms and sales audits you would like to pull certain charts from. When you find the chart you would like to add to your dashboard click the Menu button and select Pin to dashboard. Once you have finished adding your charts to your dashboard click out of the pop-up and you will see your dashboard visible with all selected charts.
