Add Note in Dashboard

1. Select a Dashboard from the Dashboard Manager
2. Click on the + icon next to the Reportlet name


3. Type in the Note and click anywhere on the dashboard to Add it.
4. + icon will now change to a number once the Note has been added.


View Note in Dashboard

1. Hover over the number next to the reportlet name in a Dashboard to View/Edit the Note description



If the Dashboard is Downloaded(using Download option) or Sent via e-mail (using Send option) all the Notes on the dashboard can be viewed together at the head of the PDF generated corresponding to the numbers that are present on the reportlets


Additional resources