Creating a Report Card

About Report Cards

After configuring a report setting in Reports , you can display the report on a (non-global) dashboard using a Report Card.

Alternatively, you can add a Report module. (See Adding a Report Module.) Report modules can easily switch between report settings. However, unlike a Report Card, a Report module always spans the entire width of a dashboard.

Creating the Report Card

Access the Report Card Staging Area

1. With the (non-global) dashboard that you want to add the card to displayed, select Add Instance.

2. Select Card, which opens the card staging area.

3. Select Report Card from the card type options at the left.

Select a Report Setting

From the Select Report dropdown list, select the setting of the report that you want to display.

Note: The listed report settings are configured in Reports . (See Managing Reports.)

Title and Size

1. Enter a Card title.

2. Choose a default Size Type from the dropdown menu.

Add to the Dashboard

1. Select Add.

2. Choose either Add to Top of Dashboard or Add to Bottom of Dashboard.