Overview
With the new advanced dashboard system you will be able to publish your custom reports to the dashboard.
For more information on the new dashboard see: Advanced Dashboard
Publishing a Table
To publish your report you will first go to the report you want to publish and then click View. From here you can select the Publishing button.
You will then see this window pop up. From here you can select who you want to have access to your table, whether or not it will be visible to guests, and name your table.
Only You - This will only be available to yourself.
Everyone - All users with a TreeKeeper account will see it. This also prompts an option to allow for Guests, or non-logged in users.
Administrators - Only accounts with the Admin security level will see it.
From here you can also select either “Add to Homepage” or “Share to Homepage for Selected Group” which will allow you to pin your report to the homepage.
Next, provide a name for the published report. It can be different than the source report.
After you have made your changes click Publish! and your table will be displayed on your dashboard.
Publishing a Chart
You can also publish your custom reports as a chart. To do so, go to the view tab of the report you want to turn into a chart. From here you can select View as Chart.
From here you should see a page that allows you to select your attribute, aggregate, chart type, and top rows. Once you have these the way that you want them select Build Chart and then, after selecting your preferred options, Publish!
