The Kompyte home dashboard is the initial screen you will see when logging in. It can also be accessed by clicking on the Kompyte logo in the upper left corner.
Users can easily customize the home dashboard for their personal use by sending reports from the report template gallery to the home dashboard.
To customize the reports on your Kompyte dashboard navigate to Reports.
Click Create a Report
From here, you can select from a variety of reports in the Template Gallery.
Select the desired report.
The report template will be generated. Leverage Kompyte’s reporting features to fully customize your report. Once you have finished customizing your report click Done.
Click Back to Reports. Your new report is now added to the Report Gallery.
From the reports view, navigate to the desired report you wish to add to your home dashboard. Click on the three-circles to the right of the desired report and click on Send to Home.
The report will now appear in the report pick list located on the home dashboard for easy access. Select your default report on the home dashboard using the star.
From the home dashboard, users can drill down into specific sections of the report and adjust dates by using the arrow next to the date range.
Click on the three-circles for more actions including downloading the report and editing the report directly from the home dashboard.
