Create a new gauge from a report

You can create any report as a gauge and then add that report to a homepage.

Before you begin

Role required: gauge_maker or admin

About this task

Gauges created from list reports do not preserve user list view preferences, such as the option to automatically expand grouped records.

Procedure

  1. Navigate to Reports > View / Run.
  2. Open or create a report that you want to access from a gauge.
  3. Open the Save menu and select Make Gauge.
    The page refreshes with a message that the gauge was created from the report.
  4. Reopen the Save menu and select Add to Dashboard.