> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Build and Configure the Custom Reporting Dashboard

> Save your raw data reports as widgets in FieldPulse, then size and filter them on the Pulse Dashboard so the numbers you check most stay current.

> **Who uses this:** Admin users and Team Managers with reporting permissions — the dashboards you create under the **Reporting** tab are available to those roles. **Availability:** All regions · FieldPulse web app.

A custom reporting dashboard is your Pulse Dashboard showing the reports you built yourself. You save a raw data report as a widget, add that widget to the dashboard, and set the date range and size it displays at, so the numbers you check most sit in one view and update automatically instead of being rebuilt every time. The custom reporting dashboard is part of [FieldPulse's dashboards and reporting](https://www.fieldpulse.com/features/dashboards-and-reporting).

## Overview

Building a custom reporting dashboard takes two stages. First you save the reports you want as widgets, then you configure the dashboard to display them.

1. **Save the reports you want as widgets.** Any raw data report can become a widget, and both traditional reports and visual reports can go on a custom reporting dashboard.

2. **Configure the dashboard.** From your Pulse Dashboard, pick which widgets appear, set each widget's date range, and size the rows and widgets.

<img src="https://mintcdn.com/fieldpulse/5BdDqd61hXUujis9/static/images/_api/9142751-custom-reporting-dashboard/01.png?fit=max&auto=format&n=5BdDqd61hXUujis9&q=85&s=92b6ca00fbaa5841be4bc022de9e7805" alt="A custom reporting dashboard on the Dashboards tab of Reporting, showing payments collected, invoice and estimate sales, recent invoices, team member sales, total sales, and conversion rate widgets" width="3456" height="1864" data-path="static/images/_api/9142751-custom-reporting-dashboard/01.png" />

## Video walkthrough

<Frame caption="Video walkthrough: building and configuring the custom reporting dashboard">
  <iframe src="https://www.loom.com/embed/13a7046bdb8b47e6939166736b089cd3?hide_owner=true&hide_share=true" width="100%" height="420" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />
</Frame>

To learn more, watch the [FieldPulse360 Reporting Upgrades session](/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-reporting-upgrades).

## Before you begin

* Decide which numbers you want on the dashboard. Every custom widget comes from a raw data report you saved, so the reports come first and the dashboard second.

* If you have not built a raw data report before, start with [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting).

## On web

### Save reports as widgets

1. In the left-side menu, under **Management**, select **Reporting**.

   <img src="https://mintcdn.com/fieldpulse/5BdDqd61hXUujis9/static/images/_api/9142751-custom-reporting-dashboard/02.png?fit=max&auto=format&n=5BdDqd61hXUujis9&q=85&s=7d4cbe471a733700c473c2457a4d5b78" alt="The Reporting item highlighted under Management in the left-side menu, with the Raw Data tab open on the Jobs report and a Start Date Range picker" width="1200" height="794" data-path="static/images/_api/9142751-custom-reporting-dashboard/02.png" />

2. Build the report you want on the dashboard. Both traditional reports and visual reports can be used.

3. Select **Save as Report**, then select **Save Report as Widget**.

   <img src="https://mintcdn.com/fieldpulse/5BdDqd61hXUujis9/static/images/_api/9142751-custom-reporting-dashboard/03.png?fit=max&auto=format&n=5BdDqd61hXUujis9&q=85&s=8b58e2fc2a685eef18265ca4145bc008" alt="The Save as Report menu open on a raw data report, with the Save Report as Widget option highlighted" width="1200" height="885" data-path="static/images/_api/9142751-custom-reporting-dashboard/03.png" />

4. Enter a title for the widget and select **Save Widget**.

   <img src="https://mintcdn.com/fieldpulse/5BdDqd61hXUujis9/static/images/_api/9142751-custom-reporting-dashboard/04.png?fit=max&auto=format&n=5BdDqd61hXUujis9&q=85&s=d99c99dc1a929afa02e40e1c54fa29b5" alt="The widget naming box with the title Weekly Jobs entered and the Save Widget button highlighted" width="1200" height="885" data-path="static/images/_api/9142751-custom-reporting-dashboard/04.png" />

5. Repeat for every report you want on the dashboard.

To learn more about building the reports themselves, watch the [FieldPulse360 Raw Data Reporting session](/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-raw-data-reporting).

### Configure the dashboard

1. Go to your **Pulse Dashboard** and select **Configure Dashboard**.

   <img src="https://mintcdn.com/fieldpulse/5BdDqd61hXUujis9/static/images/_api/9142751-custom-reporting-dashboard/05.png?fit=max&auto=format&n=5BdDqd61hXUujis9&q=85&s=44419fb58c705da4ab411c6788b0c41a" alt="The Configure Dashboard button highlighted in the action bar at the top of the Pulse Dashboard" width="1200" height="195" data-path="static/images/_api/9142751-custom-reporting-dashboard/05.png" />

2. **Select a report.** For each widget, set **Widget Type** to **Preset** or **Custom**. To use a report you saved, select **Custom**, then choose the report by name from the **Widget** list.

   <img src="https://mintcdn.com/fieldpulse/5BdDqd61hXUujis9/static/images/_api/9142751-custom-reporting-dashboard/06.png?fit=max&auto=format&n=5BdDqd61hXUujis9&q=85&s=ece274a53f5ce32d2d8f5b0268abe8e3" alt="The Widget Type toggle set to Custom and the Widget dropdown showing a saved report, both highlighted in the dashboard configuration view" width="1200" height="631" data-path="static/images/_api/9142751-custom-reporting-dashboard/06.png" />

3. **Apply filters.** Filters set the date range of data the widget shows. Select **Preset** and pick a **Date Range** such as **This Month**, **Today**, or **Last 90 Days**, or select **Custom** and set a **Custom Duration** with a **Limit** for the maximum number of recent data points to include.

   <img src="https://mintcdn.com/fieldpulse/5BdDqd61hXUujis9/static/images/_api/9142751-custom-reporting-dashboard/07.png?fit=max&auto=format&n=5BdDqd61hXUujis9&q=85&s=a137fa68145e413ad6df61491691cfdf" alt="The Filters toggle set to Preset and the Date Range dropdown set to This Month, both highlighted on a dashboard widget" width="1200" height="632" data-path="static/images/_api/9142751-custom-reporting-dashboard/07.png" />

4. **Save the dashboard.** When the dashboard looks right, select **Save Dashboard**.

### Adjust the display

Fine-tune the layout from the same configuration view:

* **Rows** — use the gray bar above each row to move the row up or down, remove the row entirely, or set its height to **Short**, **Medium**, **Tall**, **Extra Tall**, or **Extra Extra Tall**.

* **Widget width** — set each widget to occupy **25%**, **33%**, **50%**, or **100%** of its row.

* **Widget order** — use the left and right arrows at the top of a widget to rearrange it within the row.

* **Remove a widget** — select the trash can icon on the widget.

* **Add more** — select **Add Row** or **Add Widget**.

<Columns cols={2}>
  <Frame>
    <img src="https://mintcdn.com/fieldpulse/5BdDqd61hXUujis9/static/images/_api/9142751-custom-reporting-dashboard/08.png?fit=max&auto=format&n=5BdDqd61hXUujis9&q=85&s=d00244fdc12e9a869c4e15961a019b48" alt="The gray row bar highlighted above a row of widgets, showing Move Row Down, Remove Row, and the Short through Extra Extra Tall height options" width="1200" height="821" data-path="static/images/_api/9142751-custom-reporting-dashboard/08.png" />
  </Frame>

  <Frame>
    <img src="https://mintcdn.com/fieldpulse/5BdDqd61hXUujis9/static/images/_api/9142751-custom-reporting-dashboard/09.png?fit=max&auto=format&n=5BdDqd61hXUujis9&q=85&s=fde9facbb7d709aef14d12819d9e1663" alt="The dark widget bar highlighted at the top of a widget, showing the reorder arrows, the 25, 33, 50, and 100 percent width options, and the trash can icon" width="1200" height="807" data-path="static/images/_api/9142751-custom-reporting-dashboard/09.png" />
  </Frame>
</Columns>

Select **Save Dashboard** when you are done.

### Create additional dashboards

To group reports outside the Pulse Dashboard, select the **Reporting** tab, choose **Dashboards**, then select **Create New Dashboard**. These extra dashboards do not display on your Pulse Dashboard, and they give you a convenient way to view a set of reports together.

<img src="https://mintcdn.com/fieldpulse/5BdDqd61hXUujis9/static/images/_api/9142751-custom-reporting-dashboard/10.png?fit=max&auto=format&n=5BdDqd61hXUujis9&q=85&s=6312417616c5a2596173c65825c1b580" alt="The Dashboards tab of Reporting with the Create New Dashboard button highlighted next to an existing Test Dashboard" width="1200" height="885" data-path="static/images/_api/9142751-custom-reporting-dashboard/10.png" />

## FAQs

### Who can open the extra dashboards created under Reporting?

All Admin users and Team Managers with reporting permissions can access the dashboards created under the **Reporting** tab.

### Can I change the dashboard after I save it?

Yes. Select **Configure Dashboard** on your Pulse Dashboard again at any time, change the widgets, filters, or layout, then select **Save Dashboard**.

## Related articles

* [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting)
* [Pulse Dashboard Overview](/reporting/pulse/pulse-dashboard)

Your custom reporting dashboard is working when your saved reports appear as widgets on the Pulse Dashboard, each one set to the date range and size you chose, and it still looks that way the next time you log in.


## Related topics

- [Pulse Dashboard Overview](/reporting/pulse/pulse-dashboard.md)
- [Custom Reporting](/reporting/custom/index.md)
- [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting.md)
- [How to Import Reporting Templates](/reporting/custom/reporting-templates.md)
