Screen Shots in Reports & Dashboard Tiles

Add a screen shot into a report template or dashboard

This help article walks though adding a screen shot to a report package template - this is good for times when you would like to include things such as the Accounts Receivable aging.

Step 1:  

Customize your reporting template to include a Text Page type of Element; refer to Build a Custom Reporting Package for how to do this.

Step 2: 

Take a screen shot of what you would like to include into the Report Package and save the screen shot to your computer.

Step 3:

Navigate to your report template and the text page you have added into the package, then select the image icon to bring in the screen shot.

Step 4:

Save the changes made to the report, you have now included the screen shot for AR Aging.