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nara_2757
Newcomer
Jul 29, 2024 10:50 AM UTC

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

4 replies

Employee - Guide
TheJonGEmployee - Guide
Employee - Guide
Jul 29, 2024 3:03 PM UTC

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_2757Author
Newcomer
Jul 29, 2024 3:55 PM UTC

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

Employee - Guide
TheJonGEmployee - Guide
Employee - Guide
Jul 29, 2024 7:06 PM UTC

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_2757Author
Newcomer
Aug 1, 2024 1:57 PM UTC

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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