Classic Dashboard

How Do I Make Adjustments to the Reports I’ve Added to My Dashboard?

To make adjustments to the Custom Reports that appear on the Classic Dashboard:

  • Open the Insights tab located in the top navigation bar

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  • Click on the Classic Reports button from Insights
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  • Click on the 3 dots to the right of the Report Title
  • Select "Edit" from the drop-down menu

Custom Reports - How to Edit

Once you are finished editing, make sure to save your report. This will update the information you've added to your Classic Dashboard in real-time.

Learn more about customizing your dashboard view in this article.