How do I display Reports on my Dashboard?

This article will show you how to add reports to your dashboard.

Want to see everything in one spot? You can do this by adding Reports to your Dashboard.

Corfix has created 9 default Reports to get you started and you can view these in the Reports tab from the left side menu.

Follow these steps to add reports to your Dashboard:

Step 1: While in the Dashboard, select the "Edit Dashboard" button on the right side of the page

Screen Shot 2023-06-02 at 7.46.07 AM

Step 2: Click "Choose Report". This will prompt you to select a report from your account

Screen Shot 2023-06-02 at 7.55.28 AM

Step 3: You will get the following pop-up. Select the report you would like to have on the Dashboard and push Save

Once a report is on the Dashboard, you can customize the size of the report in the bottom left corner (See picture below).