Page 19 - Participant Guide - Unanet CRM TrackingAnalyzingData (SDL)

Part 2: Add My Reports widget to dashboard

1. From a dashboard, add the My Reports widget
a. Click Dashboard Settings
b. Click + button next to My Reports in the last section Module: Reports
2. Close the Settings pop-up window

3. On the new widget, click the refresh icon to load

Utilize Web Browser Widget

Activity 3.2 – How can I make a report I run every day

appear on my dashboard?

Activity Steps on Web App

1. Run the report
2. On the webpage that loads report results, copy the URL
3. From a dashboard, add the Web Browser widget
a. Click Dashboard Settings
b. Click + button next to Web Browser in the fourth section Module: None
4. Close the Settings pop-up window
5. On the new widget, click the gear icon to configure
a. Complete the following configuration on the first tab Widget Options:
i. Title: Best Opp Report
ii. Paste the URL
iii. Height: 1000
NOTE: It is beneficial to allow the whole screen to display this widget with the use of a 1
column layout to see the numerous columns of data available in reports.

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Lesson 3: Utilize Reporting