How to connect Dashboard Report into Book

nara_2757
New Contributor III

HI

Can someone help on connecting a Dashboard report into Books, am trying to connect it to Books and then use the parcel service to publish the report to distribution list via email

Regards

Nara2757

4 REPLIES 4

TheJonG
Contributor II

Hi - Dashboard Reports can be added to books by adding a Report object and then specifying the component name of the Report. The book can then be referenced in Parcel Service.

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nara_2757
New Contributor III

Thank you Jong, in your example is Balance Sheet refer to CV or if it Report Object, can you share where can i find them. also there are 2 components are there in my Dashboard to added into books

Regards

Nara_2757

In my example, Balance Sheet is a Report component in dashboards but you can assign any dashboard component here. You can see the full menu by click the ... button.

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nara_2757
New Contributor III

Hi

Even this Report is referring to a CV, my case it is report pulled using SQL attached to a Dashboard.

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