How do I add a new panel to the dashboard?

  1. Click on the menu icon at the top right corner of the row to open the row menu.
Menu Icon


  1. Select Add Panel.
Add Panel in Menu


  1. In the Add Panel window, you can select either the:
    1. Use Existing Snapshot Report tab
    2. Create Snapshot Report tab. If you select the “Create Snapshot Report” tab, you will be prompted to set up a new snapshot report. Once the report is set up, you will be redirected to the “Use Existing Snapshot Report” tab.
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  1. Select the name of the Snapshot Report you'd like to add to the dashboard
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  1. Select the chart type (this will determine how the report displays)
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  1. Select a column size (this will determine how much of the page the chart covers)
  2. Then, click Save.
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