Dashboard Tabs allow you to quickly navigate to your most important Reports or to complete the reporting story needed on your daily activities.


For more information about the permissions, access this article.


How to access?


You can set up these configurations in the System Administration > System Settings.

This feature is restricted to Global Admins only. If you are a Global Admin but don't know how to access this page, please contact your CSM and they can show you. 



How to set it up - Controlled tabs:


1. Go to the System Settings → Dashboard Tabs



2. Add the reports for the roles you want to have tabs on their Dashboard. (Note: They cannot change the reports you add)



3. Just press Save and your users will have the tabs you configured for them!




How to set it up - Personal tabs:


1. Go to the System Settings → Dashboard Tabs


2. Enable the toggle to Allow them to configure their own tabs.




3. Just press Save and your users will be able to configure their tabs! (You can still add some as preselected options for them if you'd like; the user will be able to decide whether to keep or remove them and will have the option to add their own, without any impact to other users).