Legacy Articles

Add a Report to the Dashboard

With Ad Sales Genius's customizable dashboards, it's easy to make sure you are presented with relevant and timely information every time you log into the system. A great way to see relevant information is through our reports. 

This article will walk through how to add a report to the dashboard and configure it with pertinent information.

To Add a Report

  1. The first thing you need to do is make sure you are on the Dashboard.
    Click Dashboard using the left-hand navigation menu.

    Screen Shot 2021-12-03 at 10.30.38 AM
  2. Click the Customize Dashboard button to view the widget inventory.

    Screen Shot 2021-12-03 at 10.31.42 AM
  3. Here, you will see a list of your available Dashboard Widgets. You have a few different reports you can add. From Advertiser Last Run Date, Expiring Contracts, and Past Due Invoices to reports that you have saved, these can all be added just by clicking on the Screen Shot 2021-12-03 at 10.37.13 AM button next to the widget to add.

    Screen Shot 2021-12-03 at 10.37.50 AM 
  4. Upon clicking the Screen Shot 2021-12-03 at 10.37.13 AM button, you will be asked to set the parameters for this widget.  These parameters will be different depending on which report you are wanting to add.

    Screen Shot 2021-12-03 at 10.41.17 AM

  5. In the example above, you have the option to choose which saved report you would like to view as well as how you would like the data to be presented. Click the Save button to place this widget on the dashboard.
  6. You can move this widget by dragging and dropping it to your preferred location on the dashboard.
    Screen Shot 2021-12-03 at 10.44.10 AM
  7. Click the Back to Dashboard button when you are satisfied with your dashboard layout.

    Screen Shot 2021-12-03 at 10.45.25 AM
  8. The report is now on the dashboard.

    Screen Shot 2021-12-03 at 10.46.25 AM