How to set up your Reports Dashboard

The Reports Dashboard feature on 4Degrees enables you to manage all your team's reports from one place. You will have access to all your contact reports, deal reports, deal lifecycle, and interaction reports.

You can customize your dashboard by selecting two of the custom reports that matter most to you. Simply go to the reports page and click on the Reports dropdown menu.

Once you have selected your reports simply click Save Dashboard. The changes you save will be reflected only for you. Each teammate will be able to select what reports they want to keep track of when setting up their own Report Dashboard.

If you need to create a new Deal or Contact report 

• Click on the New Report button
• Select the type of report you would like and click Create
• This will take you to your new report's page where you can apply any filters you would like.

You can also reorder the list of all your team's custom reports by 

• Clicking the three-dot icon and selecting Reorder Reports.
• Clicking on the Arrow to move the report up or down. 
• Finally, click save 

Once you are done you will see the changes reflected in the Custom Reports section