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Add a Client dashboard section

Within the report design editor, click "Add Section", then drill down through "Misc" and select "Client Dashboard"

Tom Delbaere avatar
Written by Tom Delbaere
Updated over a week ago

How to add a client dashboard to a report

A snapshot of your Client's dashboard can be included as a section within any report.ย 

Open your report for editing, then click "Add Section".

Scroll down in the section list, and click Misc to expand.

Next, click Client Dashboard to expand the category and showcase all custom dashboards within your current Client. Click the dashboard you'd like to add, then Add Section.

You may then optionally edit and customize the widgets in this section as you would any other report section.

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