Adding a section of a custom report to the dashboard

You can add sections of your custom reports to your dashboard, for guidance on this check out our custom reports support article.

To add custom KPI's to your Dashboard: 

1. Go to the Dashboard page via the left side toolbar

2. Click Create New Widget in the top right corner

3. Select Custom KPI from the list provided

4. Select the dates, currency, and companies that will be used for this KPI

5. Name the KPI

6.  Click the box titled KPI Source to select the custom report that you would like to take the data from

7. Use the box titled Select KPI for Chart to select the formula/group that you would like to display

8. Scroll down to select the Chart type and compare options