How to add a report to a custom dashboard

Add any report to a custom dashboard and monitor real-time data

Custom dashboards on Outplay allows you to view your team's performance in a personalized and organized way. You can easily add reports from any section, including graphic reports, to an existing dashboard or create a new one. It enables you to have all the important information and insights in one place, giving you a clear overview of your team's progress and performance.



Here’s how you can add a report of your choice to a custom dashboard on Outplay: 

Log into Outplay. In the Engagement section, click the More Options button on the sidebar menu and select the Reports option.





Click Go to New Reports.





The process to add a report to a custom dashboard is the same for every report. Therefore, for this example, let’s add the Leaderboard in the Engagements report to a dashboard. To begin, click the Engagements tab.





In the Leaderboard section, click the More Options button. Here, you have two options. You can choose to add the Leaderboard to a new dashboard or to an existing one.





To add the Leaderboard to a new dashboard:
Click the Add to New Dashboard option.
The Add to New Dashboard window pops up. Here, you can complete the fields for creating a new dashboard:
Dashboard Name: Enter a name to identify the new dashboard.
Report Name: Enter a name for the report you want to add to the new dashboard.
Privacy: You can restrict access to the dashboard by choosing Everyone or Only Me.
Click Save.





To add the Leaderboard to an existing dashboard:
Click the Add to Existing Dashboard option.
The Add to Existing Dashboard window pops up. Here, you can complete the following fields:
Report Name: Enter a name for the report you want to add to the new dashboard.
Choose Custom Dashboard: Search and select the custom dashboard to which you want to add the report.
Click Save.






The report is added to the custom dashboard successfully. 



TIP: Graphic reports can also be added to dashboards. You can click the More Options button for a graphic report and choose an option of your choice. 

Updated on: 29/05/2024