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Accessing dashboards and widgets
Accessing dashboards and widgets
Manish Balaji avatar
Written by Manish Balaji
Updated over a week ago

To access the reporting module:

1. Navigate to Modules > Reports.

2. You’ll be able to see a list of all dashboards created here. You can click and choose from the list to view individual dashboards, as shown below.

3. You can filter particular client data from individual dashboards using the filter option at the top of the page. You can also edit, delete, clone, export, and share the dashboard.

4. To view all the widgets created, scroll down and click "All Widgets."

SuperTip💡: You can create a new widget by clicking on the +Widget button on the top right corner of the page.

5. Click and choose from the list of dashboards to view, edit, or delete individual widgets. You can also export the CSV of that dashboard.

6. You’ll be able to see the entire data for that particular dashboard by expanding the data table, as shown below.

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