Create a Company Report Dashboard

Users build Dashboards from visuals in reports. Access depends on a user's permissions:

• Company 360 Reporting Tool: 'Admins' can access all Dashboards. Users with 'Read Only' or 'Standard' permissions can only view dashboards shared with them.

• Portfolio Tool: Creators can access their own Dashboards here, but they must be an 'Admin' on the Company 360 Reporting tool.

360 Reporting Dashboards are different from product category dashboards.

• Required User Permissions:

  • To create a dashboard using your own visuals or from a copy of a single tool report: 'Standard' level permissions or higher on the Company 360 Reporting tool.

• Create at least one (1) visual to add to the report. See Add a Visual to a Single Tool Report.

1. Navigate to the Company 360 Reporting tool.

2. Click Dashboards.

3. Click Create Dashboard.

4. In the Untitled field, click the edit icon and enter a name for the report.

5. In the Visual Library, search for the title of the visual to add.

6. In Edit mode, perform these tasks:

   1. Resize the visual.

   2. Move the visuals around.

   3. Edit the title of the dashboard by clicking into the title name.

7. Click Done to save the visual. You are now in view mode, where you can click into the graphs to be taken to the report.