Aly
06/16/2025, 11:19 AMCeligo AI
06/16/2025, 11:20 AMAI generated answer (using internal Slack threads):To display a custom report as a report snapshot on the home dashboard, you need to follow these steps: 1. Create a custom report. You can do this by going to
Reports > New Report
.
2. Configure your report as needed. For example, if you're creating a "Top 5 Vendors By Purchases" report, you might set the Metric to "Amount", the Component to "Vendor", and the Field to "Name".
3. Save your report. After saving, you should see a camera icon at the bottom left of the results. This icon allows you to create a custom report snapshot.
4. Click on the camera icon and set the columns for your snapshot.
5. Once you've created your snapshot, you can add it to your dashboard. Go to your home dashboard and click on "Personalize". From there, you can add your snapshot to the dashboard.
Please note that not all types of reports support snapshots. For example, financial reports cannot be displayed through a snapshot. In such cases, you might need to create a saved search and display it on the dashboard instead.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
06/16/2025, 11:20 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83293128
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.821956515
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816977382
Celigo AI
06/16/2025, 11:20 AM