CallTrax NEXT Publishing Reports in Dashboard Elements (CLTX105)

The following procedures will guide through publishing reports to be make them available when building Dashboards within CallTrax NEXT.

Step 1            Log into CallTrax Next

Step 3            On the landing page, click on Administration from the main menu

Step 4            Hover over Reports

Step 5            Click the Dasbhboard Elements sub-category

5.1                  A list of all reports available within the system will display

Step 6            Click on the desired report within the list and select Publish

Step 7            Place a check mark in the box next to the desired role(s)

Note: The selected roles will be the only roles the report will be visible to within the dashboards.

Step 8            To select an existing Category, click the drop-down arrow in the Category box

8.1                  Click on an existing category in the list

Step 9            To create a new category, click the gray New button

9.1                  Type in a new category name within the box

9.2                  Click the OK button

Note: The category will assist in the ease of locating and attaching reports to various dashboards, however they are not required.

Step 10          Click Publish

Note: Once it has successfully been published, a check mark will display in the far right hand side box and it will display within the Dashboard screen in the Dashboard Element library on the right side of the page.

Article Reference: CLTX105