How to Add an External Reporting Dashboard to a Reporting Channel

Adding an external reporting dashboard to a Reporting Channel embeds the reporting dashboard directly into the channel which saves time and effort and eliminates the need to visit several sites to find key reporting data. 

To add a reporting dashboard from an external source to your Reporting Channel to a new channel section: 

  1. Go to your Distribute Reports Inbox
  2. Move to the Reporting Channels tab
  3. Find and select the Reporting Channel where you want to add a dashboard

The channel editor will open.

  1. Click on the Plus Sign Icon in the top right corner
  2. Select Add Report Widget

A new window will pop up where you can add a title, thumbnail image, and description for the widget. You will also be prompted to select your audience.

  1. Add a descriptive title
  2. Upload a thumbnail image – this will be visible to users in Search
  3. Enter a clear and concise description
  4. Select your audience
  5. Click the Done button

You will be returned to the channel editor and a new section will be added to the channel.

  1. Click on the Gear Icon
  2. in the top right corner of the widget section
  3. Select Add Widget

A new window will pop up where you can select one or more widgets to add.

  1. Enter a search term or manually browse for the widgets you want to add
  2. Tick the checkbox in the top right corner of the widget(s) you want to add
  3. Click the Done button

The widgets will be added to the channel and will be included in the Reporting Channel when it is added to a Reporting Channel Group or Overview Page in the Reporting Framework.

Insider Tips: 

  • Only internal experts with special platform permissions can add and edit content in Reporting Channels
  • You can only edit Reporting Channels if your platform has been configured to include the Reporting module
  • Reporting dashboards are only available from sources that are integrated with your platform



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