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  1. Help Center
  2. Dashboards & Reports

Dashboards & Reports

Dashboards

  • What is a Custom Dashboard?
  • My Dashboard
  • Team Dashboard
  • Organization Dashboard

Custom Dashboards

  • New Custom Dashboard Functionality
  • Create a Custom Dashboard
  • Share Your Custom Dashboard
  • Add Editors to a Custom Dashboard

Plan Item Table Widget

  • How to Create a Plan Item Table Widget

Reports

  • How to Download a Report
  • How to Schedule a Report
  • How To Generate A Multi-Plan View Report
  • How to Run a Report