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How to convert a Report or Dashboard
How to convert a Report or Dashboard

Change a report into Portrait, Landscape or Dashboard from Page Set up

Updated this week

You can edit a Report or Dashboard to change its layout from the Page Setup.

You may need to change the layout of a report or Dashboard for many reasons:

  • If you want to share a Dashboard, you need to convert it as a report first

  • If you need to change the orientation between a Portrait or Landscape layout

How to convert into a Portrait or Landscape Report

  1. Click the Reporting tab

  2. Click the Dashboard or Report from the report's list, then Edit

  3. Click Page Set Up

  4. Select either Portrait or Landscape and Save.

How to convert a report into a Dashboard

  1. Click the Reporting tab

  2. Click the report from the list, then Edit

  3. Click Page Set Up

  4. Select Dashboard and Save.

πŸ“ŒTIP: When you convert a report or dashboard, it will override the existing report. If you want to keep both, you can duplicate the report before you convert it.

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