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.
![](https://storage.crisp.chat/users/helpdesk/website/60d99ecbe7ba0000/088de806-f1c0-4ac3-bdb9-3377dc_1r2t7un.png)
Click Go to New Reports.
![](https://storage.crisp.chat/users/helpdesk/website/872b57abe1a16800/31e4698c-744a-4d08-9abf-a3c0bb_1dcr7rc.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/1450d157ba76c200/961dd6fa-0e8d-47d3-960c-845e65_1cnb8yt.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/61375e9190192000/afc4bd66-f114-41d1-9082-d096a5_1mzwa0e.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/83daa0e193cc3800/af59f828-f918-44af-93b6-edb8b5_1bp2y7f.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/ab1d00671707d000/a16a89c1-7803-4c16-97fb-964e1a_jeo1ih.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/413a964365724000/1dccdb20-4a69-41d9-b945-1519e4_19q663r.png)
Updated on: 29/05/2024
Thank you!