Referral Settings

Referral Settings: Dashboards


Within Referral Settings, system administrators can indicate which, if any, dashboard reports are displayed in the Referrals Dashboard tab. To enable dashboard reports within the REFERRALS tab, toggle on Referral Dashboards.


Click SAVE CHANGES. The Dashboards section will display. To add a dashboard report click ADD NEW DASHBOARD.

The ADD DASHBOARD pop-up appears, displaying a list of reports that have been made available to the instance in the Data Analysis System Settings. Select the report to display as a dashboard and click ADD. Repeat for as many reports as desired.


The selected report(s) will display for selection by the user in the REFERRALS Dashboard tab.