How do I add a panel in Scorecards?

If you are a user who has been granted access to Scorecards by your Company Administrator, you can add a panel to your layout.

To add a panel to your layout:

  • In the bottom right-hand corner of the Scorecards Home page, select the + Symbol
  • Select New Panel
  • At the top of the page, select the panel type you would like to insert
    • If you add a Grid panel, in the bottom left-hand corner, you will see a drop-down menu titled Pick a report where you will need to select the report type that you would like to see data from.
  • Select Next
  • On the Place Panel page, click and drag your newly added panel, highlighted in blue, to where you would like it to display in your layout.
    • By default, it will be added to the bottom of your layout
  • Select Apply
  • On the Home page, scroll to see your newly added panel
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