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return to Support Centre

Adding Reports to the Dashboard

Your Clik Remote dashboard can be a useful place to show your most used or important reports to easily view the progress of certain statistics.

You can add your reports to the dashboard directly from the reporting module.

Go to ‘Reports’ in the side menu.

clik remote reports menu

Here, you will then need to select the category from the headers available and choose your report from the drop-down. If you cannot find the report you need, you might need to send them to the user.

You can also select the view you wish the report to appear in with the icons on the right.

clik remote report options

Once you have selected your report, click on ‘Add To Dashboard’.

If this button appears differently, the report will already be added as a dashboard widget. You will be able to add it to your dashboard by using the user setup wizard in Clik Service.

clik remote reports, add to dashboard

You will now be able to return to your dashboard and see the new report widget.

Clik Remote

Clik Remote

Reporting

Adding Reports to Users [Video]
Clik Remote

Clik Remote

Reporting

Viewing Reports [Video]

Dashboard Widgets

  • Setting Up Dashboard Widgets
  • Setting Up Dashboard Widget Thresholds
  • Resizing and Rearranging Dashboard Widgets
  • Setting Up Quote Status Widgets
  • Adding Reports to the Dashboard

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