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Generate a custom dashboard report manually

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While you can schedule a report for custom dashboards, you can also generate a report manually if you need up-to-date information outside the report schedule.

To generate a custom dashboard report manually:

  1. Navigate to Main Menu Helix_MegaMenu.png > Dashboards > Custom.

  2. Find the dashboard, and at the end of the row select More Options more-options.png > Generate Report.

  3. Use the default time period, or click the From - To box and use the calendar to enter a custom time period.

  4. Click Generate.

You can also generate a report manually from an open custom dashboard. Click Settings HelixConnect-Settings.png > Generate Report and follow Steps 3 and 4 in the procedure above.

Note

If the custom dashboard does not have any widgets, or is set to private, you cannot generate a report. For more information, see Add widgets to a custom dashboard and Set the visibility of a custom dashboard.