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Working With Dashboard Modules
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You have two options for adding reports to your dashboard: you can add it from the Home page or add it when creating the report view.
To add a report from the Home page:
On the Home page, click Add Report.
In the Choose a report list, choose the type of report you want to add to your dashboard, and then click Add. Advisor View adds the report to your dashboard.
To customize the report, click the change settings button 
on the report module toolbar. Make the necessary changes to the report, and then click Apply.
For more information on creating Dashboard reports, see Introduction to the Advisor View Dashboard.
To edit settings for a dashboard report when creating a report view:
On the Reports menu, click the report type you want to add to the dashboard. The report appears on your screen.
In the Report View list, click Edit. Make the desired changes and click Save.
In the Dashboard View section, customize the report to meet your needs, and then click Create. For more information on the configuration settings for each report, visit Learn More About Reports.
To remove a report module from your dashboard:
Click the Dashboard menu.
Click the remove report button 
on the report module toolbar. If you don't see this button, you don't have permission to remove reports from the dashboard you're viewing.
On the Are you sure you want to remove this report dialog, click Remove.
To edit a report that you’ve added to your dashboard:
Click 
on the menu bar.
Click the change settings button on the report module toolbar. If you don't see this button, you don't have permission to edit reports from the dashboard you're viewing.
Make the necessary changes to the report, and then click Apply. For more information on each of the report settings, visit Learn More About Reports.
The report module toolbar runs along the top of your dashboard modules and providers quick access to commonly used features.
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Takes you directly to the dynamic version of the applicable report. |
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Allows you to change the settings of the dashboard report. This button is only visible when you have permission to edit the report on the dashboard you're viewing. |
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If you do not want to view a report each time you access your dashboard, but also do not want to remove it completely, you can simply collapse the report. This leaves the module toolbar visible on the dashboard without loading the entire report. To view the report at any time you can maximize it. |
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Removes the report module from the dashboard. This button is only visible when you have permission to edit the dashboard you're viewing. |
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If you have minimized the report, click this button to maximize it. |
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You can change the layout of the reports displayed on your dashboard. To change the layout of your dashboard, click and hold down the left mouse button on the |
You can change the layout of the report modules displayed on your dashboard. You can use the drag-and-drop method to locate the reports on the page.
For the module you want to move, click and hold down the left mouse button on the button, drag the report to the desired location, and release the mouse button. If you want to create a single column dashboard, left-click and drag the report to a location above or beneath another report in a single column.
You will not be able to move reports on a shared dashboard, unless you've been given permission for that dashboard.
