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