Home → Data Management → Reports module → Dashboard
1.5. Dashboard
The Dashboard is the first area you are greeted with when opening the Reports module.
The area is designed for you to add reports that you run regularly so that they are quickly accessible avoiding the need to search through the potentially long list of "Saved Reports".
At the top of the Dashboard will show the reports you have favourited.
Below your favourite reports you will see each report that you have added to your Dashboard from the Saved Reports page. The reports are grouped by the folder they are contained within on the Saved Reports page.
Each tile represents a report that you have added to your Dashboard. The tile contains the report's name and the report's description.
Each tile also contains the following actions:
- Allows you to run the report without the need to open the full Report Builder
- Add the report to the top of the Dashboard as a favourite
- Add the report/chart to every Rubi User's home dashboard to be selectable to show
- Add the report to your RubiCRM home page to be selected to show
- Open the report in Report Builder
- Export the report to Excel (if applicable)
To make reports selectable on the RubiCRM home page please review the related article here.