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How to Add Report on Dashboard

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Learning Center Mekari
  • Updated

In general, Reports contain data based on data entered in the CRM application.

To add a report to the Dashboard, do the following steps:

  1. Click the "Reports Template" menu.
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  2. There are several categories of reports that you can choose to add to the Dashboard.
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  3. Click “Add to Dashboard” next to the report title to add the report to the dashboard.
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  4. Click “Remove to Dashboard” next to the report title to delete the report from the dashboard.
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