Create your own dashboard style report as a way to present the data held in Simply Stakeholders. This feature allows you to build charts and widgets from different record types or Saved filters, as well as being able to use the embedded dashboard widgets.
Creating a Report
Click on Create+ > Report
Add the title and a short description (optional)
Set the required Date Range. Note; this page is dynamic, meaning that the information will update regularly based on new information in the system. If you select Last Month, the report will always show the details for the previous month
Click on 'Add a widget', the side-draw will appear on the right hand side