Forum Discussion

nara_2757's avatar
nara_2757
New Contributor III
5 months ago

How to connect Dashboard Report into Book

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

Books
Dashboards
Reports
  • TheJonG's avatar
    TheJonG
    Contributor III
    5 months ago

    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.

     

     

     

  • nara_2757's avatar
    nara_2757
    New Contributor III
    5 months ago

    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

    • TheJonG's avatar
      TheJonG
      Contributor III
      5 months ago

      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.

       

       

       

      • nara_2757's avatar
        nara_2757
        New Contributor III
        5 months ago

        Hi

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