Building reports and dashboards

Report Builder holds folders. Each folder contains one or more dashboards, and each dashboard is made of widgets.

Create a folder

1. Open Report Builder and select Add.
2. Name the folder and choose whether it's public or private.

Add a widget

1. Open a folder and choose a dashboard, or select + to add one.
2. Select Add Widget.
3. Pick a visualisation: Metric, Donut, Line Chart or Bar Chart.
4. Enter a Widget Name.
5. Choose a Data Source: Clients, Tasks or People.
6. Choose an Aggregation Type and Aggregation Property, or X and Y axis settings for charts.
7. Check the preview, then select Create Widget.