Add and Remove Dashboard Reports

The Transaction Dashboard contains a library of reports on your invoice history and issues, which you can add to the dashboard. The following sections describe how to:

• Add a Report
• Remove a Report

Note: To learn how to rearrange reports in your dashboard, see Organise Dashboard Reports.

Add a Report

To add a report to the Transactions Dashboard:

1. Click Library near the top-right corner to display the report library.
2. In the Library pop-up, identify which report you want to add.
   Note: Use the categories on the left to locate the desired report.
3. On the report tile, click the more icon (three vertical dots) near the top-right corner, and select Pin to transactions dashboard. This adds the report to the bottom of your dashboard.
4. To return to the dashboard, click the X icon or outside the Library pop-up.

Remove a Report

To remove a report from your dashboard:

1. Locate the report you want to remove.
2. Click the more icon (three vertical dots), and select Unpin from dashboard. This removes the report from your dashboard.