LLumin allows you to display any report—dashboards, advanced reports, or express reports—on the homepage for individual users or entire roles. Follow these steps to configure homepage reports.
Instructions
- To get to the reporting interface, click Reporting on the top navigation bar.
- Locate the report you want to add to the homepage.
- Click the Home icon at the bottom right corner of the report.
- You’ll get a confirmation popup at the top of your screen, as shown in the photo below.
- Click the Gear Icon in the upper-right corner and select User Management.
- In the User/Group Finder, locate the desired user or role:
- To apply the report to an individual user, double-click their name or check the box next to their name and click View.
- To apply the report to all users in a role, select the role instead.
- In the new window, select Homepage.
- Click +Add.
- Locate the report using the search bar and select it. The report will be highlighted in blue once selected.
- Click Save in the New Grid window.
- Then, click Save in the user window to finalize the changes.
- The report will now be displayed on the homepage of the selected user or all users within the chosen role.