Pinning System Reports and building dashboards in the Ostendio platform

In this article, I will walk you through how to build dashboards and pin reports in the Ostendio Platform.

Step-by-step walkthrough: 

  1. Click the Reports icon in the left-side tray.
  2. Click "Manage dashboards"
  3. Click "Create custom dashboard"
  4. Enter the name of your new Custom Dashboard
  5. Select whether you want this dashboard set to Private or General.
  6. Click "Create dashboard"
  7. Click "Add new report" to add a system or custom report to your dashboard.
  8. Select the System Report you want to add to your dashboard.
  9. Click "Save & add"
  10. To add a new Custom Report, click "Add new report"
  11. Click "Create custom report" and follow the steps of creating a new report.
  12. To add an already created Custom Report, click the ellipsis to the right of the report.
    Click "Add to dashboard"
  13. From the dropdown, select the dashboard you want to add the report to.
  14. Click "Add"
  15. To pin the dashboard to your Homepage, click "Manage dashboards"
  16. Click the dashboard you want to add to your homepage.
  17. Click the tiny blue house icon next to the Dashboard title to pin to your homepage.
    Lastly, click "Pin page"