Home → Introduction to RubiCRM → Some of the basics → Homepage dashboard grids/charts
3.8. Homepage dashboard grids/charts
Dashboard Charts can be controlled by you the user. RubiCRM provides a set of Standard Reports which you can locate from the Main Menu > Data Management > Reports area. Any report which has been added to your Reports Dashboard can be added to your RubiCRM Home Dashboard.
To add a Saved Report to your Dashboard visit the "Saved Reports" area of the Reports module. Click the "Add to Dashboard" button. If the report has been added to the Reports Dashboard the icon will turn blue.
If you then go to your Reports module Dashboard you can add the report by clicking the "Add to Home Page" button on the specific report.
Or if you are a Rubi System Admin you can add the report to all Rubi User's homepage dashboards using the globe icon.
From there if you navigate to the homepage Dashboard of RubiCRM and refresh the page you will see the following icon next to your Welcome Message as highlighted below.
This will open all your reports saved to your Reports module dashboard which can be added to your homepage dashboard. Select the reports you wish to add to your homepage dashboard.
Commonly Asked Questions
1. I've added my report/chart to the Reports Module Dashboard but how do I add it to my RubiCRM Homepage Dashboard?
To add your report/chart to your RubiCRM Homepage Dashboard reload your homepage. Once fully reloaded select the sections icon () from the "Hi <Name>" card.
A left-hand side menu will appear for you to select your report.