15. Show reports in Widgets

This feature is only available for the following plans:
PERFORMANCE
Click here for more information on our plans.
 

All the data and fields regarding the ForceManager application are available in Analytics Pro. Therefore, you can configure it to display a report/tile in the Accounts or Opportunities section.

To configure your report in one of these entities, you must do the following steps:

1. Choose the report you want to configure and select the Edit option:

AP_show_widgets_edited1.png

 

2. Next, the following window will be displayed where you must select the option Display on the detail screen of the selected entities:

AP_show_widgets_edited2.png

 

3. Then, you must choose which entity to display the report by clicking on the Select one bar:

AP_show_widgets_edited3.png

 

 

 

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