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Adding favorite reports to a classic dashboard
All users with access to Reports, can select reports they run frequently as "favorite" reports. These reports can be run from the dashboard if the Favorite Reports content item is selected.
To run a favorite report from the dashboard:
- Make sure you have at least one report set as a Favorite report.
- Click My CRM Dashboard, and click Modify Dashboard.
- The Dashboard Content page is displayed.
- Click the Other category from the Filter By drop-down list.
- Click Add next to the Favorite Reports content item.
- Click Save. The dashboard page is displayed. The Favorite Reports content panel is displayed on the dashboard with all of your favorite reports.
- Click the report you want to run. The report Display Options are displayed in a new window.
- Confirm the Display Option, for example, Screen, and click Go. The report output is displayed in a new browser window.
See Also:
Setting up a new classic dashboard
Modifying classic dashboard content
Adding saved searches to a classic dashboard
Adding report charts to a classic dashboard
Running a report
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