To show a report on your CRM home dashboard, you must first create the report and enable it for dashboard display. After that, you can configure your dashboard and add the report as a dashlet using the dashboard settings below.:
- From the navigation menu, click Reports and select the report you wish to display.
- In the Report Settings area, check the Available for Dashboard? box.
- Click Update Report.
Once the report is available for the dashboard, you can then:
- Navigate to Home to view the dashboard.
- Click Configure Your Dashboard.
- Drag the desired report from the Available Dashlets area into either the Left Column or Right Column of the dashboard area, and click Done.
- You should now see your report on your home dashboard. To view the latest updated information for your report as well as any other items you've included on your dashboard, click Refresh Dashboard Data.