1. Create a Dashboard
a) Go to the Reports page and click Add
b) Click Folder if you'd like a place to store your Dashboard and enter a name
c) Or click Dashboard without placing it in a Folder
2. Customise Dashboard
a) Enter a name and click Save Changes
NOTE - Changes are not automatically saved on Dashboards/Reports. When leaving the page, make sure to click Save Changes in the top-right to make sure any changes are not lost
b) Once you save your Dashboard, you'll see the Export and Delete buttons available
c) Click Add Reports
d) Select the reports you want to add and click Done
3. Save and Export
a) Once you've added your Reports, click Save Changes
NOTE - Changes are not automatically saved on Dashboards/Reports. When leaving the page, make sure to click Save Changes in the top-right to make sure any changes are not lost.
b) Click Export and it will download a PDF version of the Dashboard
4. Want to delete your Dashboard?
a) Click Delete on the Dashboard
b) Or go to the Folders tab on your Reports page
c) Click on the 3 dots to the right of the Dashboard and click Delete
d) You can also click Copy if you'd like to duplicate the Dashboard