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Displaying & Adding Dashboards
... Displaying & Adding Dashboards Displaying Dashboards To see your Dashboards , click Start > Dashboards , w ...
Introduction to Reporting
... CRM Reporting Introduction to Reporting Workbooks provides an extremely powerful and flexible reporting engine which allows you to ext ...
Dashboards
... Dashboards Dashboards give you real-time, holistic visibility of your business; they show you selected reports in an easy to reach and digest layout. ...
Charts
... Introduction to Charts Workbooks includes the ability to create a Chart , or Charts , so that Report data can be displayed visual ...
Identifying Favourite Reports
Is there a way I can flag certain reports as my favourites?. I have 5 pages of reports but some that I use more frequently than others. The best way to see your most The best way to see your most frequently used reports is to put them ...
Dashboards
How do I allocate a Dashboard to a user? The default Dashboard The default Dashboard permissions only allow access to the Owner/Creator of the dashboard and System Administrators. To grant access to additional users, open the Dash ...