Add Page Report
  • 11 May 2021
  • 1 Minute to read
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Add Page Report

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Overview

Folders can have a Page Report added to them that shows Report data in the Folder View tab; this setting does not require that a Page or Dashboard is created as it sources directly from a Report. This example demonstrates how to add a Page Report to a Folder and where it can be viewed. 

Example

Example Report
This example uses a simple Report showing Decisions Account data. The Data Source for this Report is the default Account structure and the Data Fields include Email Address, Created By, Created On Date, and Can Use Portal. For more information on creating a Report, please visit our Creating Your First Report article.
  1. Click the arrow by the name of the Folder that will receive the Page Report, then navigate to Manage > Page/Dashboard > Add Page Report
  2. When the Page Report window appears, use the 'Pick' button to select an existing Report or use the 'Create' button to create a new Report. 
  3. Once the Report has been designated, click 'ADD PAGE REPORT'. 
  4. Select the Folder View tab inside of the Folder where the Page Report was added to see the Report data displayed, including actions for the selected line item on the right.

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