Add Reports to the Dashboard in the My Reports Tab
You can select one or more standard or custom reports to add to the My Reports tab. For example, you may want to add frequently used reports so that you can run them all from the same tab. You can organize your selected reports into specific categories to help you find them more easily.
The types of report you can add to the My Reports tab depend on your access permissions for the different report categories in System Roles (Manage Features Report Categories)
To select reports to include in the My Reports tab
- Go to Home > Reports > Dashboard.
- Click My Reports.
- Click Select reports. The standard reports are listed by category, followed by any custom reports to which you have at least read-only access.
- Select the check boxes of the reports you want to add to the My Reports tab and then click Add. The reports are added to the My Reports tab under their original categories.
- To move one or more reports to another category:
a. Select the check boxes of the reports to move.
b. In the Change grouping category of selected reports text box, enter the name of the category you want to move the selected reports to. This can be an existing category or you can create a new one.
c. Click Update. The selected reports are moved to the specified category.
- To remove a report from the My Reports tab, select its check box and click Delete.