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Clik Compliance Manage everything from certifications and renewals to compliance records and audits
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Book a live demo

Schedule a call with our experienced product experts to get a personalised walkthrough of our software.

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What our clients say

See what other trade professionals say about life with Clik software

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Clik Compliance Track certificates, manage renewals, and stay audit-ready.
Joblogic FSM Manage jobs, invoices, schedules, and reports from one central platform.

Suggest feature for

Clik Compliance

Bespoke Certificates Bespoke Certificates
Certification Management Certification Management
Cloud-based Certificate Storage Cloud-based Certificate Storage
Validation Engine Validation Engine
Workflow Optimisation Workflow Optimisation
See All Features

Suggest feature for

Joblogic FSM

Asset Registry & PPM Asset Registry & PPM
Customer Portal Customer Portal
Cloud-based Job Management Cloud-based Job Management
Engineer and Job Tracking Engineer and Job Tracking
Finance Integrations Finance Integrations
Accelerated Quoting and Invoicing Accelerated Quoting and Invoicing
See All Features
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Blog Blog Read up on all our industry tips and tricks
Clik Training Clik Training Training option to suit your business operations
Webinars Webinars Catch up on all our past webinars and sign up for future ones
Support Centre Support Centre Explore our support guides, how-to videos and version histories for all products
ROI Calculator ROI Calculator Discover Your ROI with Clik Compliance
Pricing
ROI Calculator ROI Calculator Discover Your ROI with Clik Compliance
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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.

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Clik Remote

Reporting

Adding Reports to Users [Video]
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Clik Remote

Reporting

Viewing Reports [Video]

Dashboard Widgets

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